Scott Daniel Sorrell
Investment adviser representative at Osaic Wealth, Inc.
21 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$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
21 years in the industry.
- Osaic Wealth, Inc.Jun 2023 to now
- Royal Alliance Associates, Inc.Nov 2018 to Jun 2023
- John Hancock Financial Network/signator InvestorsJan 2005 to Nov 2018
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
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
- 4993192
- Firm CRD
- 23131