Steven J. Scott

SANDBOX FINANCIAL PARTNERS

Bethesda, MD 20817

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CRD#: 7314602

Professional summary

Steven Jacob Scott is a registered financial advisor currently at SANDBOX FINANCIAL PARTNERS, LLC located in Bethesda, Maryland.

Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Steven has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

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) Licensed insurance agent; Not investment-related; Bethesda, MD, 20817; Insurance sales; Implementation of insurance recommendations; 8 hours per month, 0 during trading hours; Licensed insurance agent

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Jacob Scott's CRS (Customer Relationship Summary).

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®

None

Experience

Current

October 1, 2025 - Present

SANDBOX FINANCIAL PARTNERS, LLC

Office #1: 6903 Rockledge Drive Suite 300, Bethesda, MD 20817

RIA

CRD#: 297858

Bethesda, MD

Past

September 9, 2021 - September 22, 2025

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

Bethesda, MD

Past

April 30, 2021 - September 22, 2025

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Bethesda, MD

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".

SANDBOX FINANCIAL PARTNERS, LLC

SANDBOX FINANCIAL PARTNERS LLC | SANDBOX, LLC | SANDBOX FINANCIAL PARTNERS, LLC

CRD#: 297858 / SEC#: 801-113779

RIA

Registered Investment Advisory firm - (8/13/2018 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

Maryland
(10/1/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/28/2021

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 4/29/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 2/20/2021

Securities Industry Essentials Examination

Current Firm

SANDBOX FINANCIAL PARTNERS, LLC

SANDBOX FINANCIAL PARTNERS LLC | SANDBOX, LLC | SANDBOX FINANCIAL PARTNERS, LLC

CRD#: 297858 / SEC#: 801-113779

RIA

Registered Investment Advisory firm - (8/13/2018 Approved)

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Contact information

Main Address

6903 Rockledge Drive Suite 300, Bethesda, MD 20817

Mailing Address

Phone number

(301) 214-4190

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SANDBOX DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (11/6/2025)

Regulatory assets under management

Total Number of Accounts	1,444
AUM (Assets Under Management)	$ 575,171,012

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Steven J. Scott

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Jacob Scott's CRS (Customer Relationship Summary).

Certified licenses

Experience

SANDBOX FINANCIAL PARTNERS, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

SANDBOX FINANCIAL PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/28/2021

Series 7TO

Date: 4/29/2021

SIE

Date: 2/20/2021

Current Firm

SANDBOX FINANCIAL PARTNERS, LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SANDBOX FINANCIAL PARTNERS, LLC

TRUST BUT VERIFY

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