Scott Randal Schatzle

Employer firm

Mutual Trust Advisory Group CRD 277060

$166M regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2010 → Present
  Insurance-Non Variable
  Fort Myers, FL
• 02/2016 → Present
  Mutual Trust Advisory Group, Inc.
  Estero, FL
• 11/2016 → 06/2018
  Boston University
  Boston, MA

Previous Registrations

• 2013-02-25 → 2016-07-07
  Dynamic
  Fort Myers, FL
• 2009-11-02 → 2013-02-11
  Uhler Vertich White Advisors
  Fort Myers, FL
• 2007-12-18 → 2009-05-21
  Fac Wealth Management, Llc
  Naples, FL

Other Businesses

23190 FASHION DRIVE, LLC - Real Estate Holding Company, 1 hour/month spent in this activity.

Exams

• S63 Uniform Securities Agent State Law Examination
  2009-08-28

Designations

• Certified Financial Planner