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Scott M. Sandell
ALPHASTAR CAPITAL MANAGEMENT
Scottsdale, AZ 85258
Some features on this profile are disabled
CRD#: 5492030
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Professional summary
Scott Matthew Sandell is a registered financial advisor currently at ALPHASTAR CAPITAL MANAGEMENT located in Scottsdale, Arizona and ANDORRA CAPITAL located in Scottsdale, Arizona.
Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Scott has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1)Andorra Capital - 2/27/2017, 706 N. 129th Street, Suite 115 Omaha, NE 68154, 33% Owner, 5 hours per month, 0 during market hours. (2)Senior Tax Network - 2/24/2011, 8655 E Via De Ventura Suite F-127, Scottsdale, AZ 85258, 50% Owner, 5 hours per month, 0 during market hours. (3)SES Services, LLC - 8/23/2006, 8655 E Via De Ventura Suite F-127, Scottsdale, AZ 85262, 100% Owner, 100 hours per month, 100 during market hours. (4)Capital Group/American Funds - 4/1/2024, 12711 N. Meridian Street Carmel, IN 46032. Advisor, 1 hour per month, 0 during market hours. (5)Monetary Metals - 8/11/2023, 4343 N Scottsdale Road Suite 150 Scottsdale, AZ 85251, Referrer, 1 hour per month, 0 during market hours. (6)Wish You Were Here, LLC - 9/16/2021, 11214 E Oberlin Way, Scottsdale, AZ 85262, 100% Owner, 5 hours per month, 0 during market hours. (7)Oscar Padilla Mexican Insurance Services, Inc., 3/23/2024, 825 Imperial Ave Calexico, CA 92231, Sales Agent, 1 hour per month, 0 during market hours. (8)Brenneis Insurance - 8/15/2016, 129 South 13th St., Tekamah, NE 68061, Insurance Sales, 1 hour per month, 0 during market hours.
CRS (Client Relationship Summary) - RIA
Click below to view Scott Matthew Sandell's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 13, 2024 - Present
ALPHASTAR CAPITAL MANAGEMENT
Office #1: 8655 East Vía De Ventura Suite F-127, Scottsdale, AZ 85258RIA
CRD#: 157423
Scottsdale, AZ
Current
November 7, 2024 - Present
ANDORRA CAPITAL
Office #1: C/o Ses Services 8655 East Via De Ventura, Suite F-127, Scottsdale, AZ 85258RIA
CRD#: 127045
Scottsdale, AZ
Past
February 27, 2017 - August 16, 2024
ANDORRA CAPITAL
RIA
CRD#: 127045
Scottsdale, AZ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AC
ALPHASTAR CAPITAL MANAGEMENT
ALPHASTAR CAPITAL MANAGEMENT | ALPHASTAR CAPITAL MANAGEMENT, LLC
CRD#: 157423 / SEC#: 801-72361
RIA
Registered Investment Advisory firm - (5/18/2011 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Arizona(9/3/2024)
IAR
Texas(8/13/2024)
Current Firm
AC
ALPHASTAR CAPITAL MANAGEMENT
ALPHASTAR CAPITAL MANAGEMENT | ALPHASTAR CAPITAL MANAGEMENT, LLC
CRD#: 157423 / SEC#: 801-72361
RIA
Registered Investment Advisory firm - (5/18/2011 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
19600 West Catawba Avenue Suite B200, Cornelius, NC 28031
Mailing Address
Phone number
(855) 340-2514
Established
Firm type
Fiscal year end
# of Employees
124
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 11,592 |
| AUM (Assets Under Management) | $ 1,841,154,148 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/12/2023 | ||
| 06/27/2023 | ||
| 01/24/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
