Trevor Scotto (CRD# 6736091) is an Investment Advisor Representative working at Fiduciary Financial Group, LLC in San Rafael, CA and has over 7 years of experience in the finance industry. Trevor Scotto 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.
CRD# 6424586
Global Retirement Partners LLC
CRD# 4105009
Lowery Thomas, LLC
CRD# 1245314
Wealth & Tax Planners LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fiduciary Financial Group, LLC | San Rafael, CA | Nov 2021 - Current | 2 |
| Fiduciary Financial Group, LLC | San Rafael, CA | Jan 2019 - Current | 5 |
| Fiduciary Financial Group, LLC | San Rafael, CA | Dec 2016 - Current | 7 |
| East Bay Cdfa, LLC | Novato, CA | Mar 2020 - Feb 2023 | 2 |
| Trevor Scotto, Real Estate Agent | Novato, CA | Jan 2020 - Dec 2021 | 1 |
| Munc & Cooper Cpas LLP | Larkspur, CA | Oct 2019 - Jul 2020 | < 1 |
| Qualified Qdro | Novato, CA | Jan 2019 - Feb 2020 | 1 |
| Trevor Scotto, Cdfa | Lafayette, CA | Jul 2018 - Feb 2020 | 1 |
| Trevor Scotto, Sole Proprietor | San Rafael, CA | Aug 2016 - Apr 2018 | 1 |
| Databricks | San Francisco, CA | Jul 2016 - Jan 2017 | < 1 |
| Marin Wealth Advisors | San Rafael, CA | Aug 2016 - Dec 2016 | < 1 |
| Glassdoor | Mill Valley, CA | Aug 2013 - Jul 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2016 |
- CA
- TX
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Total Assets Under Management545MILLIONS
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Total Number of Accounts1,029ACCOUNTS
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Average Account Value$529,224
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CA, CO, ID, NH, NM, NV, NY, OR, TX, WA
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