Scott G. Stevens

Osaic Wealth, INC.

33 Years of Experience

BrokerSells Insurance

View SEC Summary

Areas of Practice

Retirement PlanningEducation PlanningEstate PlanningInvestment Management

Osaic Wealth, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

9179 advisors

Number of Clients

574,829 clients

Average Client Portfolio

$348K average

Assets Under Management

$200.3B

Fee Structure

Minimum Investment:$5.5K

Financial Planning:Investment management only

Location

2 Bridgewater Road, Suite 201, Farmington, CT, 06032

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Scott owns Stevens & Associates, LLC, a rental real estate business, and is also involved in management. He is also an insurance agent selling health and disability insurance, dedicating minimal time to this role.