Thomas Scotto, financial advisor Staten Island NY

Thomas Scotto

CRD Number: 5440556
Current Firm: Trustee Empowerment & Protection, Inc.

Thomas Scotto (CRD# 5440556) is an Investment Advisor Representative working at Trustee Empowerment & Protection, Inc. in Staten Island, NY and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Consulting Services Support Corporation Troy, MI Mar 2010 - Current 14
Thomas Scotto Consultants, LLC Staten Island, NY Aug 2005 - Current 18
Trustee Empowerment & Protection, Inc. Troy, MI Aug 2015 - Dec 2018 3
Cssc Brokerage Services, Inc. Staten Island, NY Nov 2007 - Aug 2018 10
Cssc Investment Advisory Services, Inc. Staten Island, NY Nov 2007 - Aug 2015 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2008
Contact Info for Thomas Scotto
Phone Number: 248-797-0500
Firm Website: https://www.tepi.tech
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    7
    MILLIONS
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $3,680,593
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Pension consulting services
  • Other
Types of Clients
Registered States

MI, NY, TX

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