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Scott A Sandstrom

MLV WEALTH LLC·PALM BEACH, Florida
Series 7, Series 63, Series 66Clean record11 years registeredMLV WEALTH LLC
240 ROYAL PALM WAY, PALM BEACH, FL 33480CRD# 5414857Firm CRD# 173345

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Scott A Sandstrom · PALM BEACH, FL
Registration
CRD #5414857 · MLV WEALTH LLC · 11 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: MLV WEALTH LLC
SPEARHEAD CAPITAL ADVISORS, LLC
Oct 2016 – Jun 2022
WELLINGTON, FL
BANKERS ROW WEALTH MANAGEMENT, LLC
Feb 2016 – Dec 2016
WELLINGTON, FL
MLV WEALTH LLC
Feb 2015 – May 2015
PALM BEACH, FL
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 66
Registration record
First registered · February 13, 2015
Years registered · 11
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MLV WEALTH LLC
CRD 173345 · SEC 801-80740
AUM
—
Regulatory assets under management
Employees
6
Total firm employees
Services offered by MLV WEALTH LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MLV WEALTH LLC →
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05

Frequently Asked Questions

What services does Scott A Sandstrom offer?
Scott A Sandstrom specializes in Financial Planning, Investment Management.
What are Scott A Sandstrom's credentials?
Scott A Sandstrom is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Scott A Sandstrom located?
Scott A Sandstrom is based in PALM BEACH, Florida, last registered with MLV WEALTH LLC.
How does Scott A Sandstrom charge for services?
Scott A Sandstrom's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MLV WEALTH LLC?
MLV WEALTH LLC has approximately 6 employees. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MLV WEALTH LLC

Patrice Mcnicoll
PALM BEACH, FL

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