Scott Joseph Cangelosi

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

• 09/1998 → 01/2025
  Lincoln Financial Advisors Corporation
  San Ramon, CA
• 01/2025 → Present
  Osaic Wealth, Inc.
  San Ramon, CA

Previous Registrations

• 1998-11-12 → 2025-01-24
  Osaic Fa, Inc.
  Danville, CA
  Point Richmond, CA
  Walnut Creek, CA
  Walnut Creek, CA
  San Ramon, CA

Other Businesses

1)NAME AND ADDRESS: SCOTT CANGELOSI, 3000 EXECUTIVE PARKWAY STE 400 SAN RAMON CA 94583 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: ACT AS INSURANCE AGENT TO RESEARCH, PLACE AND SERVICE NON-VARIABLE LIFE INSURANCE POLICIES AND FIXED/INDEXED ANNUITIES. START DATE: 10/5/1998 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 0

Exams

• S66 Uniform Combined State Law Examination
  1998-11-06