Scott Aldrich Saylor

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

• 11/2003 → Present
  Saylor Tax Service (Formerly Mary's Tax Service Inc.)
  Royal Oak, MI
• 04/1990 → 09/2022
  S&K Steel Products Inc
  Madison Heights, MI
• 11/2008 → 11/2022
  Sigma Financial Corporation
  Ann Arbor, MI
• 01/2010 → 11/2022
  Sigma Planning Corporation
  Ann Arbor, MI
• 11/2022 → Present
  Osaic Wealth, Inc.
  Troy, MI

Previous Registrations

• 2010-03-18 → 2022-11-28
  Spc
  Troy, MI
  Ann Arbor, MI

Other Businesses

1) Saylor Tax Service (Saylor Kolodsick & Assoc.) formally Mary's Tax Services. Prepare tax return for business and personal. Lincoln Saylor LLC - sole member LLC that owns residential rental property in Clawson, MI. Start date: 8/1/20, minimal time spent on activity. Not investment related. 2) SAYLOR TAX & FINANCIAL ADVISORS POSITION: CFP NATURE: s-corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/28/2022 ADDRESS: 1282 Kirts Blvd, 300, Troy MI 48084, United States DESCRIPTION: Sales/Marketing of securities, Investment Advisory, Tax return preparation 3) SAYLOR KOLODSICK & ASSOC POSITION: Manager / Tax preparer NATURE: Business is an S-corp. Preparation of Tax returns INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 160 START DATE: 08/10/2005 ADDRESS: 580 Kirts Blvd, Ste 305, Troy MI 48084, United States DESCRIPTION: Do tax prep from client that are also finance clients. Taxes are prepared under the Saylor Kolodsick name. Additional tax related client needs are handled by other Saylor Kolodsick employees. 4) WOMELDORPH CPA POSITION: Tax Preparer NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 5 START DATE: 02/05/2024 ADDRESS: 8632 State Rd 70 E, Bradenton FL 34202, United States DESCRIPTION: One week a month during the heavier tax filing months (February, March, April, Sept, Oct), I will be helping to prepare tax returns for the office as needed with drop off or overflow work.

Exams

• S66 Uniform Combined State Law Examination
  2009-02-02

Designations

• Certified Financial Planner

Other Names

• Scott Saylor