Thomas
Scaturro

Bison Wealth, LLC

CRD#4359417
Investment Advisor
in Garden City, NY

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About this Advisor

Thomas Scaturro is a financial advisor based in Garden City, New York, working with Bison Wealth, LLC. Thomas has previously held positions at Wachovia Bank, N.A, Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Keybank Na, Key Investment Services LLC, Metric Financial LLC, and Bison Wealth, LLC. Thomas has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida, Georgia, and New York. Currently, Thomas is part of Bison Wealth, LLC, which operates out of Garden City, New York. The firm has 25 offices and 47 employees. The firm manages assets totaling $1.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Bison Wealth, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Garden City, NY

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Bison Wealth, LLC Brokerage Details

Total Assets Under Management

$1,605,442,799

NY Average: $3,570,121,308
Total Number of Employees

47

NY Average: 58
Total Number of Accounts

4,347

NY Average: 1,608
Average Account Size

$369,322

NY Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Thomas Scaturro Work History

2023 - Present (1 year)

Metric Financial LLC

2023 - Present (1 year)

Bison Wealth, LLC

2018 - 2022 (4 years)

Key Investment Services LLC

2017 - 2022 (5 years)

Keybank Na

2016 - 2016 (< 1 year)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

2008 - 2016 (8 years)

Wachovia Bank, N.A

Disclosures

Please visit the SEC profile of Thomas Scaturro 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 Bison Wealth, LLC

Ronald Savarese
Atlanta, GA
Kyle Crawford
Atlanta, GA
Thomas Garcia
Atlanta, GA
William Mcenroe
Atlanta, GA
Amos Beason
Atlanta, GA
Ashley Hethershaw
Atlanta, GA
Michelle Mangum
Atlanta, GA
James Ahern
Atlanta, GA

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