Thomas Francis Scaturro
Investment adviser representative at Bison Wealth, LLC
16 yearsExperience
2 statesRegistered in
$2.7BFirm assets
7 yearsFirm in business
Are you Thomas Francis Scaturro? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Bison Wealth, LLCJul 2023 to now
- Metric Financial LLCAug 2023 to Jun 2024
- UnemployedJul 2022 to Jul 2023
- Key Investment Services LLCDec 2018 to Jul 2022
- Keybank NAApr 2017 to Jul 2022
- UnemployedJan 2017 to Apr 2017
- Wells Fargo Clearing Services, LLCNov 2016 to Dec 2016
- Wells Fargo Advisors LLCMay 2009 to Nov 2016
- Wachovia Bank, N.A.Sep 2008 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (FL, NY).
Bison Wealth, LLC
$2.7BAssets managed
9,003Clients
61Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4359417
- Firm CRD
- 299805