Scott Long
Scott Long is a registered investment advisor at Osaic Wealth, INC., based in Lancaster, PA, with 14 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
325 N Queen St, Suite 104, Lancaster, PA, 17603
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Regulatory History (1)
Customer Dispute
April 2018Other Business ActivitiesSells Insurance
Scott is the owner of American Wealth Strategy Group, focusing on fixed insurance sales, and a representative for American Wealth Strategy Group, LLC, providing financial and insurance services. These activities take significantly more than full-time hours.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Securian Financial Services, INC.
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Edward Jones
Edward JonesBroker
State Registrations5 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.