Scott Trease, financial advisor Matthews NC
96 score

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 10 years of experience in the finance industry. Scott Trease 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.

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Professional Designations
Company Name Location Dates Years
Sapere Wealth Management, LLC Matthews, NC Jun 2002 - Current 14
Sapere Wealth Creation, LLC Matthews, NC Jun 2002 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2006
Contact Info for Scott P. Trease
Phone Number: 704-321-5244
Firm Website:
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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


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Clean Record
This advisor has a clean track record with regulators.

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