Thomas
Scotto

Trustee Empowerment & Protection, Inc

CRD#5440556
Investment Advisor
in Staten Island, NY

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About this Advisor

Thomas Scotto is a financial advisor who works out of Staten Island, New York, with a total of 2 years of industry experience. Scotto is currently employed by Trustee Empowerment & Protection, Inc. Throughout their career, Scotto has worked at Cssc Brokerage Services, Inc, Thomas Scotto Consultants, LLC, Cssc Investment Advisory Services, Inc, Consulting Services Support Corporation and Trustee Empowerment & Protection, Inc. Scotto maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in New York. Trustee Empowerment & Protection, Inc is a business based out of Troy, MI. It handles $7 million in assets under management across its two customer accounts, placing it among the smaller financial advisory firms in the nation by assets under management. The firm advises one charitable organizations. The advisory firm provides a few services, such as pension consulting services and other services. Fees charged by financial advisors typically vary depending on which services the firm provides the client. However, fees billed by Trustee Empowerment & Protection, Inc can consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

Pension consulting services, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

3948 Amboy Road
Staten Island, NY 10308

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Trustee Empowerment & Protection, Inc Brokerage Details

Total Assets Under Management

$7,361,185

NY Average: $943,424,332
Total Number of Employees

6

NY Average: 21
Total Number of Accounts

2

NY Average: 1,586
Average Account Size

$3,680,592

NY Average: $594,845

Investment Advisory Services

  • Pension consulting services
  • Other

Thomas Scotto Work History

Thomas has been registered as a financial advisor for 2 years.*

2010 - Present (14 years)

Consulting Services Support Corporation

2005 - Present (19 years)

Thomas Scotto Consultants, LLC

2015 - 2018 (3 years)

Trustee Empowerment & Protection, Inc

2007 - 2018 (11 years)

Cssc Brokerage Services, Inc

2007 - 2015 (8 years)

Cssc Investment Advisory Services, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Thomas 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 Trustee Empowerment & Protection, Inc

John Reynolds
Troy, MI
Thomas Scotto
Staten Island, NY
Maryann Foster
Troy, MI
Eric Smith
Troy, MI
Gavin Clarkson
Spring, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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