Zachary Morris Scott
Investment adviser representative at Osaic Wealth, Inc.
12 yearsExperience
6 statesRegistered 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
12 years in the industry.
- Osaic Wealth, Inc.Dec 2022 to now
- Minnesota Life Insurance CompanyJul 2020 to Dec 2022
- Securian Capital of the ChesapeakeJul 2020 to Dec 2022
- Securian Financial Services IncJul 2020 to Dec 2022
- Kestra Financial Services, Inc.Apr 2016 to Jun 2020
- Brotman Financial GroupJun 2014 to Jun 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 6 states (CT, FL, MD, NJ, PA, 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
- 6294166
- Firm CRD
- 23131