RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
S•••• A•••••• S••••
- Partner or owner
- “Partner & Wealth Management Advisor”reportedvestorcapital.comthe sentence on the bio page
- Years, as the firm states
- 35reportedvestorcapital.com“Scott has over 35 years of experience in the financial services industry and has been with Oak since its origin in 2006.”
- Professional profile
- vestorcapital.com/team/scott-a-stuthreportedvestorcapital.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- V••••• C••••••• L•• independent RIA currentsince Feb 9, 2023 · Chicago, Il
- V••••• C••••••• L•• independent RIADec 2, 2020 to Dec 31, 2021 · Oak Brook, Il
- A••••• F•••••••• P•••••••• I••• independent RIASep 10, 2009 to Dec 4, 2012 · Downers Grove, Il
- O•• A•••• M••••••••• L•• formerApr 10, 2006 to Dec 31, 2020 · Oak Brook, Il
- W••••••••• F•••••••• G••••• I••• unclassifiedMar 16, 2006 to Sep 8, 2009 · Oak Brook, Il
- E•••••• C•••••• M••••••••• L•• formerDec 4, 2001 to Aug 10, 2005 · Chicago, Il
- O•• A•••• M••••••••• L•• to A••••• F•••••••• P•••••••• I•••left Dec 31, 2020, registered Sep 10, 2009 (-4130 days) · Other
- A••••• F•••••••• P•••••••• I••• to V••••• C••••••• L••left Dec 4, 2012, registered Dec 2, 2020 (2920 days) · Other
- W••••••••• F•••••••• G••••• I••• to O•• A•••• M••••••••• L••left Sep 8, 2009, registered Apr 10, 2006 (-1247 days) · Other
- E•••••• C•••••• M••••••••• L•• to W••••••••• F•••••••• G••••• I•••left Aug 10, 2005, registered Mar 16, 2006 (218 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 41derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address