Scott Francis Foster

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

• 12/2003 → 01/2025
  Lincoln Financial Advisors Corp
  Westborough, MA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Westborough, MA

Previous Registrations

• 2003-12-18 → 2025-01-24
  Osaic Fa, Inc.
  Laconia, NH
  Worcester, MA
  Laconia, NH
  Westborough, MA
• 1994-04-14 → 2003-12-18
  Veravest Investment Advisors, Inc.
  Worcester, MA

Other Businesses

1) SCOTT FOSTER, 15 APPLESEED DR, WESTBOROUGH, MA 01581 CATEGORY:INSURANCE INVESTMENT-RELATED:Yes TITLE: AGENT DUTIES:SALE OF DISABILITY AND FIXED LIFE INSURANCE START DATE:1/95 HOURS PER MONTH:1 HOURS PER MONTH DURING TRADING HOURS:1 2) SCOTT FOSTER 15 APPLESEED DRIVE WESTBOROUGH MA 01581 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERING FIXED ANNUITIES, TERM INSURANCE AND TRADITIONAL LIFE INSURANCE START DATE: 01/01/2023 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1 3) SCOTT FOSTER POSITION: Sales Person NATURE: SALES RELATED OF FIXED ANNUITIES OR TERM INSURANCE INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2023 ADDRESS: 15 APPLESEED DR, WESTBOROUGH MA 01581-3651, United States DESCRIPTION: SALES

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-12-21
• S63 Uniform Securities Agent State Law Examination
  1986-09-03