Scott Stevens is a registered investment advisor at Osaic Wealth, INC., based in Farmington, CT, with 34 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
2 Bridgewater Road, Suite 201, Farmington, CT, 06032
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Regulatory History
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.
Learn about disclosures →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.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Medallion Wealth Advisors, LLC
Previous Registrations
American Portfolios Financial Services, INC.Broker
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Lehman Brothers INC.Broker
State Registrations13 states
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