Scott Robert Long
Investment adviser representative at Osaic Wealth, Inc.
14 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 yearsFirm in business
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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
14 years in the industry.
- Osaic Wealth, Inc.Sep 2023 to now
- Sagepoint Financial, Inc.Apr 2022 to now
- American Wealth Strategy GroupMay 2020 to now
- Minnesota Life Inusrance CompanyMay 2020 to Apr 2022
- Securian Financial ServicesMay 2020 to Apr 2022
- Pruco Securities LLCMar 2015 to May 2020
- The Prudential Insurance Company of AmericaMar 2015 to May 2020
- Tony's Mining Company RestaurantSep 2012 to Oct 2021
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 5993704
- Firm CRD
- 23131