Scott Sanders
Investment adviser representative at Osaic Wealth, Inc.
34 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$234.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
34 years in the industry.
- Osaic Wealth, Inc.Oct 2024 to now
- Citrin CoopermanNov 2023 to now
- Wealth Advisory, LtdMar 1999 to now
- Scott Sanders Cpa P.C.May 1992 to now
- Gettry Marcus CpaJul 2017 to Nov 2023
- American Portfolios Financial ServicesSep 2005 to Oct 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
State registrations
Registered as an investment adviser representative in 1 state (NY).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2374318
- Firm CRD
- 23131