Scott Allen Sage

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

• 07/2008 → 01/2025
  Lincoln Financial Securities Corporation
  San Clemente, CA
• 01/2025 → Present
  Osaic Wealth, Inc.
  San Clemente, CA

Previous Registrations

• 2009-07-29 → 2025-01-24
  Osaic Fs, Inc.
  San Clemente, CA
  Irvine, CA
  Irvine, CA

Other Businesses

1) SAGE FINANCIAL INNOVATIONS POSITION: President NATURE: Corporations INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/01/2010 ADDRESS: 433 E Avenida Cordoba, San Clemente CA 92672, United States DESCRIPTION: DBA name for securities, insurance, and advisory business. 2) SCOTT A SAGE & ASSOCIATES, INC. POSITION: President NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/20/2007 ADDRESS: 433 E. Avenida Cordoba, San Clemente CA 92672, United States DESCRIPTION: Entity used for filing income taxes and business expenses 3) RENTAL PROPERTY POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2025 ADDRESS: 125 E Avenida San Juan, San Clemente CA 92672, United States DESCRIPTION: Ownership of rental property

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-07-13
• S63 Uniform Securities Agent State Law Examination
  1992-07-01