Scott Edelman
Scott Edelman is a registered investment advisor at Osaic Wealth, INC., based in Yardley, PA, 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
1790 Yardley-Langhorne Road, Heston Hall, Suite 202, Yardley, PA, 19067
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Regulatory History (1)
Customer Dispute
August 2003Other Business ActivitiesSells Insurance
Scott is an insurance broker selling life insurance and annuities, and owns a property and casualty insurance company. He is also the president of Financial Destinations, selling fixed insurance, and president of Edelman Wealth Management Group Inc., where he spends nearly full-time implementing investment strategies for clients.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
Ws Griffith Securities, INC.Broker
State Registrations36 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.