Scagliotti & Associates

Scagliotti & Associates (CRD# 134070) is a financial advisory firm headquartered in Los Gatos, CA. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
987 University Avenue, Suite 8, Los Gatos, CA 95032
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Commissions
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Scagliotti & Associates
Showing 1 - 1 of 1 top financial advisors.
1
Teresa Scagliotti, financial advisor Los Gatos CA
Teresa A. Scagliotti
CRD#: 2702283
987 University Ave., Suite 8, Los Gatos, CA 95032
96
Wealthminder
score

Teresa Scagliotti (CRD# 2702283) is an Investment Advisor Representative working at Scagliotti & Associates in Los Gatos, CA and has over 22 years of experience in the finance industry. Teresa Scagliotti 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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Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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