Trevor Patrick Scotto
Investment adviser representative at Fiduciary Financial Group, LLC
9 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.1BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
9 years in the industry.
- Fiduciary Financial Group, LLCDec 2016 to now
- East Bay Cdfa, LLCMar 2020 to Feb 2023
- Trevor Scotto, Real Estate AgentJan 2020 to Dec 2021
- Munc & Cooper Cpas LLPOct 2019 to Jul 2020
- Qualified QdroJan 2019 to Feb 2020
- Trevor Scotto, CdfaJul 2018 to Feb 2020
- Trevor Scotto, Sole ProprietorAug 2016 to Apr 2018
- Marin Wealth AdvisorsAug 2016 to Dec 2016
- DatabricksJul 2016 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Fiduciary Financial Group, LLC
$1.1BAssets managed
415Clients
9Advisers
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
- 6736091
- Firm CRD
- 285681