Scott Frederick Gilbert

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

• 01/2014 → Present
  Scott Gilbert Productions Inc.
  Santa Monica, CA
• 11/2015 → 01/2024
  Woodbury Financial Services Inc
  Santa Monica, CA
• 01/2024 → Present
  Osaic Wealth, Inc.
  Palos Verdes, CA

Previous Registrations

• 2015-11-13 → 2024-01-19
  Woodbury Financial Services, Inc.
  Palos Verdes, CA
  Sherman Oaks, CA
  Costa Mesa, CA
  Santa Monica, CA
• 2014-07-03 → 2015-11-20
  Hatfield Insurance & Financial Services, Inc.
  Burbank, CA
• 2012-12-06 → 2014-02-06
  New England Securities
  Sherman Oaks, CA
• 2010-03-10 → 2012-11-05
  Mml Investors Services, Llc
  Los Angeles, CA
  Westlake Village, CA

Other Businesses

1. SCOTT GILBERT INSURANCE SERVICES POSITION: owner NATURE: sole prop. INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2011 ADDRESS: 13949 Ventura Blvd, #330, Sherman Oaks CA 91423 DESCRIPTION: sale of life, health, disability, long term care, fixed annuities, property and casualty insurance 2. SCOTT GILBERT INSURANCE SERVICES POSITION: President NATURE: insurance services falls under Scott Gilbert Productions Inc. INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 01/01/2011 ADDRESS: 1884 Trudie Drive, Rancho Palos Verdes CA 90275, United States DESCRIPTION: sale of life, health, disability, long term care, fixed annuities, property and casualty insurance 3. SCOTT GILBERT PRODUCTIONS INC. POSITION: president NATURE: corporation INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 01/19/2012 ADDRESS: 1884 Trudie Drive, Rancho Palos Verdes CA 90275, United States DESCRIPTION: photo and film production 4. O'BRIEN GILBERT REALTY I, LLC POSITION: Partner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 02/01/2019 ADDRESS: 1884 Trudie Drive, Rancho Palos Verdes CA 90275, United States DESCRIPTION: own rental properties 5. OBRIEN GILBERT REALTY 3, LLC POSITION: owner NATURE: rental property INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2026 ADDRESS: 12732 West Nogles Drive, Sun City West AZ 85375, United States DESCRIPTION: manage reservations for rental. organize cleaner. 6.SMP 307 POSITION: assistant secretary NATURE: assistant secretary for fraternal group that meets at night. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2026 ADDRESS: 926 Santa Monica Blvd, Santa Monica CA 90403, United States DESCRIPTION: keep notes of meetings. no advertising no business cards. no securities.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-03-02
• S63 Uniform Securities Agent State Law Examination
  2009-02-23

Other Names

• Scott Gilbert