Scott Randal Schatzle
Investment adviser representative at Mutual Trust Advisory Group
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$165.8MFirm assets
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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
Experience
16 years in the industry.
- Mutual Trust Advisory Group, Inc.Feb 2016 to now
- Insurance-non VariableSep 2010 to now
- Boston UniversityNov 2016 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Mutual Trust Advisory Group
Legal name: Mutual Trust Advisory Group, Inc.
$165.8MAssets managed
176Clients
2Advisers
5 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
- 4773107
- Firm CRD
- 277060