Scott Randall Kessler

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2004 → 10/2019
  Lpl Financial Llc (Fka Linsco/Private Ledger Corp)
  Suwanee, GA
• 10/2019 → 09/2020
  Securities Service Network
  Statham, GA
• 10/2019 → 09/2020
  Ssn Advisory Inc
  Statham, GA
• 09/2020 → 06/2024
  Securities America, Inc.
  Statham, GA
• 09/2020 → 06/2024
  Securities America Advisors, Inc.
  Statham, GA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Statham, GA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Statham, GA

Previous Registrations

• 2020-09-18 → 2024-06-14
  Securities America Advisors, Inc.
  Statham, GA
• 2019-10-18 → 2020-09-18
  Ssn Advisory, Inc.
  Statham, GA
• 2005-05-06 → 2019-11-04
  Lpl Financial Llc
  Statham, GA

Other Businesses

1. KESSLER FINANCIAL SERVICES, INC. POSITION: bookkeeping provided to accountant NATURE: S Corp for accounting purposes INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2004 ADDRESS: 1904 Bent Pine Park, Statham GA 30666 DESCRIPTION: S Corp set up many years ago for accounting purposes. 2. SCOTT KESSLER - ASSOCIATE BROKER, WYND REALTY POSITION: Associate Broker NATURE: Wynd Realty, LLC is a licensed real estate broker in the state of Georgia. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 02/26/2026 ADDRESS: 3343 Peachtree Road, Atlanta GA 30326, United States DESCRIPTION: I will be acting as a real estate sales agent. i will only be spending approximately 1% of my time in this endeavor as I plan to only assist family members with real estate as the need may occur. I anticipate only spending time during weekends or evenings for this activity.

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-12-01

Designations

• Certified Financial Planner

Other Names

• Scott R Kessler