Michael Lee Scott

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

• 11/2023 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ
• 10/2007 → Present
  Fsc Securities Corporation
  Atlanta, GA

Previous Registrations

• 2008-04-25 → 2023-11-03
  Fsc Securities Corporation
  Atlanta, GA

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-06-09
• S63 Uniform Securities Agent State Law Examination
  1996-10-07

Other Names

• Michael Scott