Scott Trease, financial advisor Matthews NC

Scott Trease

CRD Number: 1298222
Current Firm: Sapere Wealth Management, LLC

Scott Trease (CRD# 1298222) is an Investment Advisor Representative working at Sapere Wealth Management, LLC in Matthews, NC and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Sapere Global Distributors, LLC Matthews, NC May 2018 - Current 5
Sapere Wealth Management, LLC Matthews, NC Jun 2002 - Current 21
Sapere Wealth Creation, LLC Matthews, NC Jun 2002 - Current 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2006
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 P. Trease
Phone Number: 704-321-5244
Firm Website: https://www.sapere.com
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    337
    MILLIONS
  • Total Number of Accounts
    230
    ACCOUNTS
  • Average Account Value
    $1,465,736
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

CA, FL, GA, IA, IL, MD, MN, NC, SC, TX, VA

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