Scott Lavalley
Scott Lavalley is a CFP, ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Bedford, NH, with 32 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
1 Bedford Farms Drive, Suite 102, Bedford, NH, 03110
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Regulatory History (1)
Customer Dispute
May 2004Other Business ActivitiesSells Insurance
Scott is an insurance agent offering accident, disability, and life insurance, along with commission-based group benefits and fixed indexed annuities, dedicating a few hours per week. He also assists in the management and operation of a general agency offering life and health insurance products, taking about half of his time, and provides a calculation of value service for private entities, dedicating minimal time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Bcas
Previous Registrations
Lincoln Financial Securities Corporation
Osaic Fs, INC.Broker
Polaris Financial Services, INC.Broker
Guardian Investor Services CorporationBroker
State Registrations19 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.