Scott Hamersly
Scott Hamersly is a registered investment advisor at Osaic Wealth, INC., based in Salem, OR, with 41 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
537 High St Se, Salem, OR, 97301
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Scott is involved in several outside business activities, including real estate investments through Hamersly Family LLC and owning the building his office is in via West Linn Beavers, LLC. He also sells and services various insurance products, including life, health, and annuities, dedicating about a quarter of his time to this.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Sii Investments, INC.Broker
Sii Investments, INC.
Paulson Investment Company, INC.
Paulson Investment Company, INC.Broker
Integrated Resources Equity CorporationBroker
Paulson Investment Company, INC.Broker
State Registrations16 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.