Osaic Wealth
37yrs
Top 6% by experience nationwide
34yrs
James Scott has worked in the financial industry for 34 years and is a fiduciary financial advisor based in Nunda, New York. After seven years at Securities America Advisors and 12 years at Invest Financial, James joined Osaic Wealth in 2024, a firm offering financial planning, investment management, and retirement plan consulting. Osaic Wealth reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 4 advisors with offices in Nunda, and one of 2 fiduciaries.
At a glance
Experience34 years (since 1993)
How that compares ?Top 10% by experience nationwide
Office36 N State St, Nunda, NY 14517
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?1 state
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowOsaic Wealth, Inc.Current firm
- 2017 – 2024Securities America Advisors, Inc.Previously
- 2006 – 2017Invest Financial CorporationPreviously
Contact James
(800) 821-5100Firm headquarters in Scottsdale, AZ. Ask for James. 36 N State StNunda, NY 14517Office · Get directions
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Questions to ask James
Tailored to James’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About James
How do I contact James?
Call Osaic Wealth at (800) 821-5100 and ask for James Scott. James works from the Nunda, NY office.
How long has James been a financial advisor?
James has been in the industry since 1993, about 34 years. Top 10% by experience nationwide.
What licenses does James hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is James paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask James for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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