AdvisorOS Directory
Claim Profile
Unclaimed Profile
SM

Scott Daniel Motte

MOTTE MANAGERS, LLC·PERRIS, California
Series 65Clean record18 years registeredMOTTE MANAGERS, LLC
445 S D ST., PERRIS, CA 92570CRD# 5328221Firm CRD# 143895

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Scott Daniel Motte · PERRIS, CA
Registration
CRD #5328221 · MOTTE MANAGERS, LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: MOTTE MANAGERS, LLC
MOTTE MANAGERS, LLC
Jan 2014 – Dec 2022
PERRIS, CA
MOTTE MANAGERS, LLC
Jan 2013 – Dec 2013
PERRIS, CA
MOTTE MANAGERS, LLC
Jan 2008 – Dec 2012
PERRIS, CA
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · January 31, 2008
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MOTTE MANAGERS, LLC
CRD 143895 · SEC 801-127308
AUM
$789K
Regulatory assets under management
Employees
1
3 client accounts
Services offered by MOTTE MANAGERS, LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at MOTTE MANAGERS, LLC →
Introduction

Speak with Scott

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Scott is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in PERRIS?

Browse all registered financial advisors in PERRIS, California or claim this profile if it's yours.

Browse PERRIS AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Scott Daniel Motte offer?
Scott Daniel Motte specializes in Investment Management, Wealth Management.
What are Scott Daniel Motte's credentials?
Scott Daniel Motte is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Scott Daniel Motte located?
Scott Daniel Motte is based in PERRIS, California, last registered with MOTTE MANAGERS, LLC.
How does Scott Daniel Motte charge for services?
Scott Daniel Motte's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MOTTE MANAGERS, LLC?
MOTTE MANAGERS, LLC has approximately 1 employees and manages $789K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at MOTTE MANAGERS, LLC

Stephen James Motte
PERRIS, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
SAN FRANCISCO (951)LOS ANGELES (679)SAN DIEGO (421)NEWPORT BEACH (277)IRVINE (191)PASADENA (130)WALNUT CREEK (121)SANTA MONICA (118)SANTA BARBARA (103)LA JOLLA (100)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideSAN DIEGO GuideNEWPORT BEACH GuideIRVINE Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Request removal of this profile