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Scott Skidmore

Osaic Institutions, INC.
30 Years of Experience
Bristol, CT
3 DisclosuresBroker
View SEC Summary
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Scott Skidmore is a registered investment advisor at Osaic Institutions, INC., based in Bristol, CT, with 30 years of industry experience. Scott is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 16,312 clients with $6.5B in assets under management.

Osaic Institutions, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
570 advisors
Number of Clients
16,312 clients
Average Client Portfolio
$398K average
Assets Under Management
$6.5B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum advisory fee is generally 2.50% and is negotiable between the advisor and client.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

40 Middle Street, Bristol, CT, 06010

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2016
Denied
Customer Dispute
December 2008
Denied
Customer Dispute
August 2007
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Osaic Institutions, INC.Broker
April 2024 - Present · 2 yrs 6 mos
Osaic Institutions, INC.
April 2024 - Present · 2 yrs 6 mos
Previous Registrations
LPL Financial LLCBroker
December 2017 - May 2024 · 6 yrs 5 mos
LPL Financial LLC
December 2017 - May 2024 · 6 yrs 5 mos
Wells Fargo Clearing Services, LLC
July 2008 - December 2017 · 9 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
October 2000 - December 2017 · 17 yrs 2 mos
First Union Brokerage Services, INC.Broker
January 1999 - October 2000 · 1 yr 9 mos
PFS Investments INC.Broker
May 1996 - December 1998 · 2 yrs 7 mos
Pruco Securities CorporationBroker
January 1995 - August 1995 · 7 mos
State Registrations8 states
CACTFLGAMANCSCWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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