Scott Aldrich Saylor
Investment adviser representative at Osaic Wealth, Inc.
36 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
36 years in the industry.
- Osaic Wealth, Inc.Nov 2022 to now
- Saylor Tax Service (formerly Mary's Tax Service Inc.)Nov 2003 to now
- Sigma Planning CorporationJan 2010 to Nov 2022
- Sigma Financial CorporationNov 2008 to Nov 2022
- S&k Steel Products IncApr 1990 to Sep 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 5616670
- Firm CRD
- 23131