Scott Zakalik
Scott Zakalik is a registered investment advisor at Osaic Wealth, INC., based in Fairport, NY, with 23 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
6605 Pittsford-Palmyra Road, Suite W-6, Fairport, NY, 14450
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Scott owns and manages office property, is involved with an environmental awareness company, and serves on a condominium association board. He also owns a CPA firm, Scott E. Zakalik, CPA, P.C., and is a statutory agent for insurance sales, dedicating minimal time to this.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Fsc Securities Corporation
Fsc Securities Corporation
Fsc Securities CorporationBroker
AXA Advisors, LLCBroker
State Registrations7 states
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