Scott Altenburg, financial advisor Coto De Caza CA

Scott Altenburg

CRD Number: 2357667
Current Firm: T&t Capital Management

Scott Altenburg (CRD# 2357667) is an Investment Advisor Representative working at T&t Capital Management in Coto De Caza, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Three Lakes Trading Company Irvine, CA Aug 2018 - Current 5
T&t Capital Management Coto De Caza, CA Mar 2017 - Current 7
Rick Nelson Insurance Solutions LLC Coto De Caza, CA Jul 2014 - Current 9
Kingsview LLC Laguna Beach, CA Nov 2014 - Aug 2018 3
Kingsview Asset Management Laguna Beach, CA Jun 2015 - Mar 2017 1
Investcore Partners Alijo Viejo, CA Mar 2012 - Nov 2014 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2015
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Scott A. Altenburg
Phone Number: 805-886-8140
Registered State(s):
  • AZ
  • CA
Current Firm Details
T&t Capital Management
Firm's CRD Number: 158407
By the Numbers
  • Total Assets Under Management
    131
    MILLIONS
  • Total Number of Accounts
    578
    ACCOUNTS
  • Average Account Value
    $227,293
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States

AZ, CA, FL, GA, IL, MI, NY, PA, SC, TX, VA, WA

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