Scott Sanders

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

• 05/1992 → Present
  Scott Sanders Cpa P.C.
  Woodbury, NY
• 03/1999 → Present
  Wealth Advisory, Ltd
  Melville, NY
• 09/2005 → 10/2024
  American Portfolios Financial Services
  Melville, NY
• 07/2017 → 11/2023
  Gettry Marcus Cpa
  Woodbury, NY
• 11/2023 → Present
  Citrin Cooperman
  Woodbury, NY
• 10/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2007-08-15 → 2024-10-11
  American Portfolios Advisors, Inc
  Holbrook, NY
• 2005-09-27 → 2005-10-31
  American Portfolios Advisors, Inc
  Holbrook, NY
• 2001-12-17 → 2003-07-23
  Nathan & Lewis Securities, Inc.
  Jericho, NY

Other Businesses

1. SCOTT SANDERS CPA POSITION: Pres NATURE: CPA S Corp INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 08/11/1993 ADDRESS: 88 Froehlich Farm Boulevard, Suite 300, Woodbury NY 11797, United States DESCRIPTION: President of my own Professional CPA PC 2.NYS SOCIETY OF CPA ' S NASSAU CHAPTER POSITION: committee chair NATURE: Nassau Chapter of NYS Society of CPA's-membership committee INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2014 ADDRESS: 200 Madison Ave, 11th fl, New York NY 10016, United States DESCRIPTION: new members in Nassau Chapter-have discussions and send materials for membership 3.WEALTH ADVISORY LTD POSITION: Pres NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 03/01/1999 ADDRESS: 175 Broadhollow Rd, Suite 197, Woodbury NY 11747, United States DESCRIPTION: Insurance sales 4. CITRIN COOPERMAN CPA POSITION: Partner NATURE: Partnership INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 11/01/2023 ADDRESS: 88 Froehlich Farm Boulevard, Suite 300, suite 300, Woodbury NY 11797, United States DESCRIPTION: Partner in a CPA firm 5. FPA. Non-for profit group, Long Island. Co- Treasurer, Board Member. Not securities related. 1 hour devoted per month. 6. SCOTT SANDERS CPA PC POSITION: Pres NATURE: CPA -Professional S Corp INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 08/11/1993 ADDRESS: 10 Lone Hill Place, Dix Hills NY 11746, United States DESCRIPTION: President of my own Professional CPA PC 7. CITRIN COOPERMAN ADVISORS LLC POSITION: Partner NATURE: Partnership INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 11/01/2023 ADDRESS: 225 Broadhollow Rd, Suite 401, Melville NY 11747, United States DESCRIPTION: Partner in a CPA firm 8. WEALTH ADVISORY LTD POSITION: President NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 8 START DATE: 03/01/1999 ADDRESS: 175 Broadhollow Rd, Suite 197, Woodbury NY 11747, United States DESCRIPTION: oversee professional money managers and insurance sales on occasion

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-12-05

Designations

• Certified Financial Planner