Scott Saylor (CRD# 5616670) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Troy, MI and has over 15 years of experience in the finance industry. Scott Saylor has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Troy, MI | Nov 2022 - Current | 1 |
| Saylor Tax Service (formerly Mary's Tax Service Inc.) | Royal Oak, MI | Nov 2003 - Current | 20 |
| Sigma Planning Corporation | Ann Arbor, MI | Jan 2010 - Nov 2022 | 12 |
| Sigma Financial Corporation | Ann Arbor, MI | Nov 2008 - Nov 2022 | 14 |
| S&k Steel Products Inc. | Madison Heights, MI | Apr 1990 - Sep 2022 | 32 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2009 |
- MI
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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