Matthew 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

• 09/2024 → 04/2026
  Bankers Life & Casualty
  Melbourne, FL
• 04/2024 → 07/2024
  Regions
  Birmingham, AL
• 04/2022 → 04/2024
  Truist
  Melbourne, FL
• 02/2021 → 04/2022
  Healthcare Solutions Team
  Winston-Salem, NC
• 08/2020 → 02/2021
  Ushealth Advisors
  Melbourne, FL
• 12/2019 → 08/2020
  Us Bank
  Melbourne, FL
• 07/2019 → 12/2019
  Ameris Bank
  Sarasota, FL
• 08/2015 → 05/2019
  Christopher Newport University
  Newport News, VA
• 10/2025 → 04/2026
  Bankers Life Securities
  Melbourne, FL
• 04/2026 → Present
  Osaic Wealth Inc
  Indian Harbour Beach, FL

Other Businesses

1. I am a 1099 insurance agent writing policies for Medicare Supplement, Medicare Advantage, Annuity and Equity Indexed annuity insurance products, life insurance, health and LTC. 2. INSURANCE POSITION: Independent Broker NATURE: Health/life Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 60 START DATE: 04/10/2026 ADDRESS: 319 Triton Ct, Indian Harbour Beach FL 32937, United States DESCRIPTION: soliciting and writing health/life insurance policies

Exams

• S66 Uniform Combined State Law Examination
  2026-02-28