Scott Allen Morris

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

• 06/2007 → 01/2025
  Lincoln Financial Advisors
  San Mateo, CA
• 01/2025 → Present
  Osaic Wealth, Inc.
  San Mateo, CA

Previous Registrations

• 2007-08-27 → 2025-01-24
  Osaic Fa, Inc.
  Irvine, CA
  San Mateo, CA

Other Businesses

1. NAME: SCOTT MORRIS ADDRESS: 1510 FASHION ISLAND BLVD STE 210, SAN MATEO, CA 94404 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERS FIXED/INDEXED ANNUITIES, AND TRADITIONAL LIFE INSURANCE. START DATE: 9/1/2007 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10 2. OSAIC WEALTH POSITION: Advisor NATURE: To sell non-variable life insurance and annuity contracts INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/01/2007 ADDRESS: 1820 Gateway Dr Ste 350 San Mateo CA 94404 DESCRIPTION: sell non-variable life insurance and annuity contracts

Exams

• S66 Uniform Combined State Law Examination
  2007-08-25

Designations

• Certified Financial Planner