Arthur P Scolari

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

• 09/2012 → 09/2017
  Mml Investors Services
  Holyoke, MA
• 09/2012 → 09/2017
  Mass Mutual Life Insurance Company
  Holyoke, MA
• 09/2017 → 01/2025
  Lincoln Financial Advisors
  Wilmington, NC
• 01/2025 → Present
  Osaic Wealth, Inc.
  Wilmington, NC

Previous Registrations

• 2017-11-01 → 2025-01-24
  Osaic Fa, Inc.
  Hartford, CT
  Vienna, VA
  Wilmington, NC
• 2010-11-09 → 2012-09-08
  Osaic Fa, Inc.
  Hartford, CT

Other Businesses

1) ARTHUR SCOLARI INSURANCE BENEFITS 809 FOX RIDGE LANE WILMINGTON, NC 06095 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: SELF DUTIES: PROVIDE GROUP BENEFITS PROPOSAL TO PROSPECTIVE CLIENTS. ASSIST IN ENROLLMENT. UPDATE CENSUS AS NEEDED. START DATE: 11/2017 HOURS PER MONTH: 8 HOURS PER MONTH DURING TRADING HOURS: 8. 2) MYSECURE ADVANTAGE POSITION: Presenter NATURE: Educational Presentations to employees regarding financial wellness. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/30/2019 ADDRESS: 3001 Lava Ridge Ct. suite 250, Roseville CA 95661, United States DESCRIPTION: Provide information for educational purposes regarding financial wellness. I will mention my name and area of expertise and experience only as a way to establish my credibility. Attendees may contact me outside for specific assistance re: financial planning but the workshop is educational only. examples are Budgeting for the Holidays, ways to save for retirement. 3) ARTHUR P. SCOLARI, JR. POSITION: Agent NATURE: Insurance Broker INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 06/11/2018 ADDRESS: 809 Fox Ridge Lane, Wilmington NC 28405, United States DESCRIPTION: sale of fixed insurance/annuities 4) ARTHUR SCOLARI INSURANCE BENEFITS POSITION: Self NATURE: The nature of this business is group benefits that create opportunities to discuss individual planning, investing and risk managment. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 10/20/2017 ADDRESS: 809 Fox Ridge Lane, Wilmington NC 28405, United States DESCRIPTION: Provide proposal to prospective clients. Assist in enrollment. Update census as needed.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-10-31
• S66 Uniform Combined State Law Examination
  2010-11-05