Scott Cangelosi
Scott Cangelosi is a registered investment advisor at Osaic Wealth, INC., based in San Ramon, CA, with 27 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
6101 Bollinger Canyon Road, Suite 225, San Ramon, CA, 94583
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Regulatory History (1)
Customer Dispute
June 2009Other Business ActivitiesSells Insurance
Scott acts as an insurance agent, researching, placing, and servicing non-variable life insurance policies and fixed/indexed annuities, dedicating a few hours per week. He also researches the economics of life settlements for Sagemark Consulting, spending minimal time on this activity.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
The Lincoln National Life Insurance CompanyBroker
Osaic Fa, INC.
Osaic Fa, INC.Broker
State Registrations10 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.