Trevor P. Scotto
FIDUCIARY FINANCIAL GROUP
San Rafael, CA 94901
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CRD#: 6736091
Professional summary
Trevor Patrick Scotto, CFP® is a registered financial advisor currently at FIDUCIARY FINANCIAL GROUP, LLC located in San Rafael, California.
Trevor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Trevor has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
East Bay CDFA, LLC; Member; started 03/2020; Non-investment Related; Financial Divorce Planning; 5 hrs/mo - 0 hrs during trading
CRS (Client Relationship Summary) - RIA
Click below to view Trevor Patrick Scotto's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2018
Experience
Current
December 8, 2016 - Present
FIDUCIARY FINANCIAL GROUP, LLC
Office #1: 1101 Fifth Avenue Suite 305, San Rafael, CA 94901RIA
CRD#: 285681
San Rafael, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FF
FIDUCIARY FINANCIAL GROUP, LLC
ADVISOR'S FIDUCIARY GROUP, LLC | FIDUCIARY FINANCIAL GROUP, LLC | FIDUCIARY FINANCIAL GROUP
CRD#: 285681 / SEC#: 801-121655
RIA
Registered Investment Advisory firm - (7/1/2021 Approved)California
Registered Investment Advisory firm - (8/14/2021 Terminated)Georgia
Registered Investment Advisory firm - (7/14/2021 Terminated)Idaho
Registered Investment Advisory firm - (7/16/2021 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(12/8/2016)
IAR
Texas(6/24/2022)
Current Firm
FF
FIDUCIARY FINANCIAL GROUP, LLC
ADVISOR'S FIDUCIARY GROUP, LLC | FIDUCIARY FINANCIAL GROUP, LLC | FIDUCIARY FINANCIAL GROUP
CRD#: 285681 / SEC#: 801-121655
RIA
Registered Investment Advisory firm - (7/1/2021 Approved)California
Registered Investment Advisory firm - (8/14/2021 Terminated)Georgia
Registered Investment Advisory firm - (7/14/2021 Terminated)Idaho
Registered Investment Advisory firm - (7/16/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1101 Fifth Avenue Suite 305, San Rafael, CA 94901
Mailing Address
2601 N Bogus Basin Rd., Boise, ID 83702
Phone number
(415) 352-1100
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (10 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 381 |
| AUM (Assets Under Management) | $ 865,195,789 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
FIDUCIARY FINANCIAL GROUP, LLC
CRD#: 285681San Rafael, CA 94901TRUST BUT VERIFY
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