Scott Aaron Chapman

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

• 03/2012 → 01/2024
  Woodbury Financial Services, Inc
  West Hartford, CT
• 01/2024 → Present
  Osaic Wealth, Inc.
  Colchester, CT

Previous Registrations

• 2012-03-02 → 2024-01-19
  Woodbury Financial Services, Inc.
  West Hartford, CT
  Poughquag, NY
  Colchester, CT
• 2006-04-11 → 2012-03-20
  Msi Financial Services, Inc.
  Glastonbury, CT
  Wethersfield, CT

Other Businesses

1. CHAPMAN FINANCIAL PARTNERS POSITION: FINANCIAL ADVISER NATURE: FIXED ANNUITIES OR NON-VARIABLE INSURANCE INVESTMENT RELATED: Yes NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 12 START DATE: 03/02/2012 ADDRESS: 255 WOODBINE RODA, COLCHESTER CT 06415, United States DESCRIPTION: SELL FIXED ANNUITIES OR NON-VARIABLE INSURANCE 2) N/A POSITION: Musician NATURE: Musician. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2018 ADDRESS: 255 Woodbine Road, Colchester CT 06415, United States DESCRIPTION: I'm a musician. I play music (sing/guitar/piano) in local venues either on a cash basis or in more formal arrangements as a 1099 contractor.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-04-03
• S63 Uniform Securities Agent State Law Examination
  2005-06-30