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Scott J Schiller

Osaic Wealth, Inc.

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About Scott J Schiller

Scott Schiller is a financial advisor with Osaic Wealth, Inc. Scott has been in the financial industry for over 15 years. Scott specializes in providing financial planning services for individuals, families, and businesses. Scott is a Certified Financial Planner and holds a Series 6, 7, 63, and 65 licenses. Scott is committed to providing his clients with personalized financial advice and guidance. Scott is based in BEE CAVE, TX.

Firm Information

Scott Schiller is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Scott Schiller’s Registration & Firm History

TX

08/29/2023 - Present

Osaic Wealth, Inc. (SAN ANTONIO TX)

CO

01/29/2008 - 05/04/2023

JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)

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Licenses & Designations

IA

Issued 09/11/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/07/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/26/2011

Series 7 - General Securities Representative Examination

BC

Issued 01/28/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Scott J Schiller.
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