TS
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Thomas Scotto

15 Years of Experience
Sells Insurance
Areas of Practice
Retirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$8.5M

Fee Structure

Financial Planning:Investment management only
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Location

3948 Amboy Road, Staten Island, NY, 10308

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Thomas is the president of Thomas Scotto Consultants LLC, dedicating full-time hours to third-party marketing. He is also an independent insurance agent marketing group health insurance to union clients and provides business development for Consulting Services Support Corporation and Barrack, Rodos & Bacine Law Firm, spending minimal time on the latter.

Employment History
Current Registrations
Trustee Empowerment & Protection, INC.
January 2021 - Present · 5 yrs 1 mo
Previous Registrations
Trustee Empowerment & Protection, INC.
January 2010 - December 2018 · 8 yrs 11 mos
Cssc Brokerage Services, INC.Broker
December 2007 - August 2018 · 10 yrs 8 mos
State Registrations1 state
NY
Advisor
Exams
No exam information available for this advisor.
Thomas Scotto - Financial Advisor | TrueAdvisor