SS
Scott Satalino
VALIC FINANCIAL ADVISORS
Jacksonville, FL 32256
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CRD#: 2848187
SS
Professional summary
Scott Satalino is a registered financial advisor currently at VALIC FINANCIAL ADVISORS, INC. located in Jacksonville, Florida.
Scott is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Scott has worked at 6 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7, Series 6, Series 51, Series 24 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Scott Satalino's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Scott Satalino's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 13, 2024 - Present
VALIC FINANCIAL ADVISORS, INC.
Office #1: 10151 Deerwood Park Boulevard Bldg. 300, Suite 315, Jacksonville, FL 32256Office #2: 17 West Government Street Suite B, Pensacola, FL 32502Office #3: 2114 N.w. 40th Terrace Suite B-1, Gainesville, FL 32605Office #4: 4300 West Cypress Street Suite 425, Tampa, FL 33607Office #5: 4300 West Cypress Street Suite 425, Tampa, FL 33607Office #6: 825 Thomasville Road, Tallahassee, FL 32303Office #7: 3505 Lake Lynda Drive Suite 200, Orlando, FL 32817RIA
BD
CRD#: 42803
Jacksonville, FL
Current
May 7, 2024 - Present
VALIC FINANCIAL ADVISORS, INC.
Office #1: 10151 Deerwood Park Boulevard Bldg. 300, Suite 315, Jacksonville, FL 32256Office #2: 17 West Government Street Suite B, Pensacola, FL 32502Office #3: 2114 N.w. 40th Terrace Suite B-1, Gainesville, FL 32605Office #4: 4300 West Cypress Street Suite 425, Tampa, FL 33607Office #5: 4300 West Cypress Street Suite 425, Tampa, FL 33607Office #6: 825 Thomasville Road, Tallahassee, FL 32303Office #7: 3505 Lake Lynda Drive Suite 200, Orlando, FL 32817RIA
BD
CRD#: 42803
Jacksonville, FL
Past
July 19, 2018 - May 3, 2024
EQUITABLE DISTRIBUTORS, LLC
BD
CRD#: 25900
CHARLOTTE, NC
Past
April 30, 2012 - July 6, 2018
VOYA FINANCIAL ADVISORS, INC.
RIA
CRD#: 2882
TAMPA, FL
Past
March 4, 2011 - July 6, 2018
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
TAMPA, FL
Past
November 17, 1998 - April 19, 2011
VOYA FINANCIAL PARTNERS, LLC
BD
CRD#: 34815
WINDSOR, CT
Past
June 1, 1998 - July 24, 1998
OSAIC FA, INC.
BD
CRD#: 3978
FORT WAYNE, IN
Past
February 10, 1997 - June 1, 1998
LINCOLN FINANCIAL DISTRIBUTORS, INC.
BD
CRD#: 145
RADNOR, PA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VF
VALIC FINANCIAL ADVISORS, INC.
AIG RETIREMENT ADVISORS, INC. | VALIC INVESTMENT SERVICES COMPANY | VALIC FINANCIAL ADVISORS, INC. | COREBRIDGE FINANCIAL | AMERICAN GENERAL FINANCIAL ADVISORS, INC. | AIG RETIREMENT SERVICES
CRD#: 42803 / SEC#: 801-54952, 8-50018
RIA
Registered Investment Advisory firm - SEC (10/10/1997 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(8/14/2024)
IAR
Alabama(8/14/2024)
RR
Arizona(2/13/2025)
IAR
Arizona(2/26/2025)
RR
Arkansas(8/14/2024)
IAR
Arkansas(8/14/2024)
RR
California(5/7/2024)
IAR
California(8/14/2024)
RR
Colorado(3/10/2025)
IAR
Colorado(3/10/2025)
RR
Connecticut(10/31/2024)
IAR
Connecticut(10/31/2024)
RR
Delaware(2/3/2025)
IAR
Delaware(2/3/2025)
RR
Florida(5/7/2024)
IAR
Florida(6/13/2024)
RR
Georgia(8/14/2024)
IAR
Georgia(8/15/2024)
RR
Illinois(8/14/2024)
IAR
Illinois(8/14/2024)
RR
Indiana(8/14/2024)
IAR
Indiana(8/14/2024)
RR
Iowa(8/14/2024)
IAR
Iowa(8/14/2024)
RR
Maryland(8/14/2024)
IAR
Maryland(8/14/2024)
RR
Michigan(8/14/2024)
IAR
Michigan(8/14/2024)
RR
Minnesota(9/17/2024)
IAR
Minnesota(9/17/2024)
RR
Missouri(8/14/2024)
IAR
Missouri(8/14/2024)
RR
New Mexico(8/14/2024)
IAR
New Mexico(8/15/2024)
RR
New York(8/14/2024)
IAR
New York(8/14/2024)
RR
North Carolina(8/14/2024)
IAR
North Carolina(8/14/2024)
RR
Oregon(10/17/2024)
IAR
Oregon(10/17/2024)
RR
Pennsylvania(8/14/2024)
IAR
Pennsylvania(8/14/2024)
RR
South Carolina(8/14/2024)
IAR
South Carolina(8/14/2024)
RR
Tennessee(8/14/2024)
RR
Texas(8/14/2024)
IAR
Texas(8/14/2024)
RR
Utah(8/14/2024)
IAR
Utah(8/15/2024)
RR
Virginia(3/19/2025)
IAR
Virginia(3/19/2025)
RR
Wyoming(11/4/2025)
IAR
Wyoming(11/4/2025)
Exams
State Security Law Exam
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
VF
VALIC FINANCIAL ADVISORS, INC.
AIG RETIREMENT ADVISORS, INC. | VALIC INVESTMENT SERVICES COMPANY | VALIC FINANCIAL ADVISORS, INC. | COREBRIDGE FINANCIAL | AMERICAN GENERAL FINANCIAL ADVISORS, INC. | AIG RETIREMENT SERVICES
CRD#: 42803 / SEC#: 801-54952, 8-50018
RIA
Registered Investment Advisory firm - SEC (10/10/1997 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information
Main Address
2919 Allen Parkway L3-20, Houston, TX 77019
Mailing Address
2919 Allen Parkway L3-20, Houston, TX 77019-2158
Phone number
(866) 544-4968
Established
Texas since 11/18/1996
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees
1,633
SEC notice filing (51 States and Territories)
FINRA licenses (51 States and Territories)
Documents
Part 2 Brochures
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| THE VARIABLE ANNUITY LIFE INSURANCE COMPANY | DIRECT OWNER | |
| BURNETTE, CYNTHIA LEA | CHIEF FINANCIAL OFFICER AND TREASURER | 1863103 |
| FORTEY, MICHAEL | VFA CHIEF COMPLIANCE OFFICER BROKER DEALER | 2304969 |
| GIBSON, KRISTA DE LOIS | PRESIDENT; SVP, HEAD OF PRODUCT & ADVISORY SERVICES | 2348708 |
| JOE, CHRISTOPHER CHUCK | VFA CHIEF COMPLIANCE OFFICER INVESTMENT ADVISOR | 2373056 |
| LOGAN, JOHN ALBERT | CHIEF OPERATIONS OFFICER | 4378887 |
| MARCIEL-CARR, THERESA H | VICE PRESIDENT, FIELD SUPERVISION | 5428259 |
| NORRIS, JOHN ERIK | SECRETARY | 8188573 |
| RINK, VERONICA LYNETTE | VICE PRESIDENT, BUSINESS ADMINISTRATION | 4724432 |
Regulatory assets under management
| Total Number of Accounts | 293,993 |
| AUM (Assets Under Management) | $ 26,372,603,709 |
Disclosures
| Regulatory Event | 17 |
| Arbitration | 3 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/24/2025 | ||
| 01/27/2025 | ||
| 04/29/2024 | ||
| 04/28/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
VALIC FINANCIAL ADVISORS, INC.
CRD#: 42803Jacksonville, FL 32256TRUST BUT VERIFY
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