Scott Werdebaugh
Scott Werdebaugh is a registered investment advisor at Osaic Wealth, INC., based in Morgantown, WV, with 26 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
1283 Suncrest Towne Centre, Morgantown, WV, 26505
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Regulatory History (1)
Customer Dispute
February 2020Other Business ActivitiesSells Insurance
Scott is a co-owner of Vast Holdings, LLC, a commercial rental and development company, and a volunteer board member for PACE Enterprises. He also works as an investment advisor and insurance agent, dedicating about half of his time to insurance sales.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
H. Beck, INC.
H. Beck, INC.Broker
Capital Guardian Wealth Management, LLC
Capital Guardian, LLCBroker
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
On Investment Management CO
The O.N. Equity Sales CompanyBroker
American General Securities IncorporatedBroker
Morgan Stanley Dw INC.Broker
PFS Investments INC.Broker
State Registrations12 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.