Scott Sanders
Scott Sanders is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Melville, NY, with 29 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
175 Broadhollow Road, Suite 197, Melville, NY, 11747
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Regulatory History (1)
Criminal
July 1980Other Business ActivitiesSells Insurance
Scott is the President of his own CPA PC and Wealth Advisory LTD, and a partner in Citrin Cooperman CPA. He also dedicates minimal time to the NYS Society of CPA's Nassau Chapter and the FPA, Long Island, and sells insurance.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
American Portfolios Advisors, INC
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Walnut Street Securities, INC.Broker
Nathan & Lewis Securities, INC.Broker
Nathan & Lewis Securities, INC.
Investec Ernst & CompanyBroker
Royce Investment Group, INC.Broker
State Registrations4 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.