Trevor
Scotto
Fiduciary Financial Group, LLC
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About this Advisor
Trevor Scotto is a financial advisor based in San Rafael, California, working with Fiduciary Financial Group, LLC. Trevor has previously held positions at Fiduciary Financial Group, LLC, Trevor Scotto, Sole Proprietor, Databricks, Glassdoor, Marin Wealth Advisors, Trevor Scotto, Cdfa, Qualified Qdro, Munc & Cooper Cpas Llp, Trevor Scotto, Real Estate Agent, and East Bay Cdfa, LLC. Trevor has passed the Series 65 regulatory exam and is registered to provide services in California and Texas. Currently, Trevor is part of Fiduciary Financial Group, LLC, which operates out of San Rafael, California. The firm has 3 offices and 7 employees. The firm manages assets totaling $544.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Fiduciary Financial Group, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fiduciary Financial Group, LLC Brokerage Details
$544,571,022
7
1,029
$529,224
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Trevor Scotto Work History
Fiduciary Financial Group, LLC
Fiduciary Financial Group, LLC
Fiduciary Financial Group, LLC
Trevor Scotto, Real Estate Agent
East Bay Cdfa, LLC
Qualified Qdro
Munc & Cooper Cpas Llp
Trevor Scotto, Cdfa
Trevor Scotto, Sole Proprietor
Databricks
Marin Wealth Advisors
Glassdoor
Disclosures
Please visit the SEC profile of Trevor Scotto to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fiduciary Financial Group, LLC
Rohnert Park, CA
San Rafael, CA
Boise, ID
Boise, ID
San Rafael, CA
San Rafael, CA
San Rafael, CA
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