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Scott Randal Schatzle

MUTUAL TRUST ADVISORY GROUP, INC.·ESTERO, Florida
Series 6, Series 7, Series 63Clean record18 years registeredMUTUAL TRUST ADVISORY GROUP, INC.
23190 FASHION DRIVE, ESTERO, FL 33928CRD# 4773107Firm CRD# 277060

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Scott Randal Schatzle · ESTERO, FL
Registration
CRD #4773107 · MUTUAL TRUST ADVISORY GROUP, INC. · 18 years registered
Brand Profile
Not yet started
01

Career History

MUTUAL TRUST ADVISORY GROUP
Feb 2016 – present
DYNAMIC WEALTH ADVISORS
Feb 2013 – Jul 2016
FORT MYERS, FL
UHLER AND VERTICH FINANCIAL PLANNERS
Nov 2009 – Feb 2013
FORT MYERS, FL
FAC WEALTH MANAGEMENT, LLC
Dec 2007 – May 2009
NAPLES, FL
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 63
Registration record
First registered · December 18, 2007
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MUTUAL TRUST ADVISORY GROUP, INC.
CRD 277060 · SEC 801-121401
AUM
$165M
Regulatory assets under management
Employees
3
423 client accounts
Services offered by MUTUAL TRUST ADVISORY GROUP, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MUTUAL TRUST ADVISORY GROUP, INC. →
Introduction

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05

Frequently Asked Questions

What services does Scott Randal Schatzle offer?
Scott Randal Schatzle specializes in Financial Planning, Investment Management. Contact their office in ESTERO, Florida for a consultation.
What are Scott Randal Schatzle's credentials?
Scott Randal Schatzle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Scott Randal Schatzle located?
Scott Randal Schatzle is based in ESTERO, Florida, working with MUTUAL TRUST ADVISORY GROUP, INC.. Their office serves clients in the ESTERO metropolitan area and surrounding communities.
How does Scott Randal Schatzle charge for services?
Scott Randal Schatzle's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MUTUAL TRUST ADVISORY GROUP, INC.?
MUTUAL TRUST ADVISORY GROUP, INC. has approximately 3 employees and manages $165M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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