Scott E Zakalik

Current Employers

Employment History

• 01/2004 → 11/2023
  Fsc Securities Corporation
  Fairport, NY
• 05/2005 → Present
  Scott E. Zakalik, Cpa, P.C.
  Fairport, NY
• 11/2023 → Present
  Osaic Wealth, Inc.
  Fairport, NY

Previous Registrations

• 2007-08-23 → 2023-11-03
  Fsc Securities Corporation
  Fairport, NY

Other Businesses

1. TRI XYZ PROPERTIES, LLC, NO, 6605 W6 PITTSFORD-PALMYRA RD FAIRPORT NY 14450, OWNER, FEBRUARY 2007, 1, 0, OWN/MANAGE OFFICE PROPERTY/RECEIVE RENTAL INCOME; 2. ENVIRONMENT 101 POSITION: Owner NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2002 ADDRESS: 6605-W6 Pittsford-Palmyra Road, Fairport NY 14450, United States DESCRIPTION: start-up environmental awareness company. 3. TRUSTEE POSITION: Trustee NATURE: ILIT INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/17/1998 ADDRESS: 61 Tobey Court, Pittsford NY 14534, United States DESCRIPTION: Deposit 1 check from Gerald per year into the trust's checking account; Get signatures for annual Crummey letter; Send annual payment for life insurance policy premium. 4. BLACKWATCH OFFICE PARK CONDOMINIUM POSITION: Board Member; Treasurer NATURE: Other - Condominium Association INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 10/23/2019 ADDRESS: c/o Crofton Perdue Associates, Inc., 6605 Pittsford-Palmyra Rd, Fairport NY 14450, United States DESCRIPTION: review of office park maintenance and financial issues along with other board members and property manager (Crofton Purdue Associates, Inc.) 5. INSURANCE PRODUCER POSITION: Statutory Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/23/2004 ADDRESS: 6605-W6 Pittsford-Palmyra Road, Fairport NY 14450, United States DESCRIPTION: insurance sales 6. SCOTT E. ZAKALIK, CPA, P.C. (DBA 2020 WEALTH SOLUTIONS; DBA 2020 WEALTH MANAGEMENT) POSITION: Owner NATURE: Professional Corporation (S-Corp) INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 40 START DATE: 05/27/2005 ADDRESS: 6605-W6 Pittsford-Palmyra Road, Fairport NY 14450, United States DESCRIPTION: OBA (including hours referenced above) refers primarily to CPA (tax) services. Securities and investment advisory services are offered through Osaic Wealth, Inc. 7. IRONDEQUOIT COUNTRY CLUB POSITION: Finance Committee Member NATURE: Country Club - Not-For-Profit INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/17/2025 ADDRESS: 4045 East Avenue, Rochester NY 14618, United States DESCRIPTION: Participate in various discussions regarding the Club's financial situation. The committee provides feedback to the General Manager and to the Club Board. 8. TEMPLE BETH EL POSITION: Finance Committee Member NATURE: Synagogue - Not-For-Profit INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/31/2024 ADDRESS: 139 Winton Road South, Rochester NY 14610, United States DESCRIPTION: Participate in various discussions regarding the Temple's financial situation. The committee provides feedback to the Executive Director and to the Temple Board.

Exams

• S66 Uniform Combined State Law Examination
  2002-12-27

Other Names

• Scott E Zakalik