Zachary Thomas 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

• 09/2013 → 11/2018
  Sii
  Indianapolis, IN
• 11/2018 → Present
  Royal Alliance Associates, Inc.
  Indianapolis, IN

Previous Registrations

• 2014-06-02 → 2018-11-02
  Signator Investors, Inc.
  Indianapolis, IN

Other Businesses

1) SIGNATURE FINANCIAL GROUP LLC POSITION: Client Relationship Manager NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/24/2013 ADDRESS: 8365 Keystone Crossing, Ste 200, Indianapolis IN 46240, United States DESCRIPTION: Client Relationship Manager 2) FORESIGHT FINANCIAL MANAGEMENT, LLC POSITION: Authorized to use FFM to conduct business in role as registered assistant NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2011 ADDRESS: 8365 Keystone Crossing, Ste 200, Indianapolis IN 46240, United States DESCRIPTION: Sales/marketing of securities & insurance products

Exams

• S66 Uniform Combined State Law Examination
  2014-05-15

Other Names

• Zachery Scott Thomas
• Zachery Thomas Scott