Scott Nolde Russell

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

• 12/2015 → 01/2025
  Lincoln Financial Advisors
  Paramus, NJ
• 01/2025 → Present
  Osaic Wealth, Inc.
  Paramus, NJ

Previous Registrations

• 2015-12-24 → 2025-01-24
  Osaic Fa, Inc.
  Paramus, NJ
• 2003-06-16 → 2015-12-28
  Msi Financial Services, Inc.
  Freehold, NJ
  Montclair, NJ
  Elmwood Park, NJ
  Elmwood Park, NJ
  Paramus, NJ
  Elmwood Park, NJ

Other Businesses

1) Scott Russell 61 South Paramus Rd Suite 425 Paramus NJ 07652 Category: Insurance Investment Related: YES Title: sales person/agent Duties: Offering Long term care, disability insurance, equity indexed annuities, fixed annuities and traditional life insurance Start Date: 12/24/2015 Hours per Month: 10 Hours per Month during trading hours: 10 2) Scott Russell 61 South Paramus Rd Suite 425 Paramus NJ 07652 Category: Other Investment Related: YES Title: Board Member Duties: Assist with Board Duties Start Date: 07/01/2015 Hours per Month: 1 Hours per Month during trading hours: 0

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-03-08

Designations

• Chartered Financial Consultant