Scott Zambelli
Scott Zambelli is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Port Jefferson Station, NY, with 39 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
106 Crystal Brook Hollow Road, Port Jefferson Station, NY, 11776
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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 business activities, including real estate management through various LLCs, serving as an investment advisor with Securities America Advisors, and volunteering with the Suffolk County Police Athletic League. He also writes fixed annuity and life insurance business through approved outside agencies and Griffin Distributors.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
Msi Financial Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations20 states
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