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RIA / WealthAdvisorCertified Financial Planner18 years in industry

SCOTT RANDAL SCHATZLE

Advisor at MUTUAL TRUST ADVISORY GROUP

ESTERO, FL

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Search this name across graphsid dfx:ria:c88f1a36-b601-d8a7-a6ca-7058b93f5de6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Dec 18, 2007 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MUTUAL TRUST ADVISORY GROUP
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 18, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63
First exam: Aug 28, 2009
First registration: Dec 18, 2007
Dual registered: no
IAPD individual key: 4773107

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MUTUAL TRUST ADVISORY GROUP	Independent wealth	Feb 11, 2016	n/a	yes	ESTERO, FL	Current employment
Dynamic	Independent wealth	Feb 25, 2013	Jul 7, 2016	no	FORT MYERS, FL	Previous registration
UHLER VERTICH WHITE ADVISORS	Independent wealth	Nov 2, 2009	Feb 11, 2013	no	FORT MYERS, FL	Previous registration
FAC WEALTH MANAGEMENT, LLC	n/a	Dec 18, 2007	May 21, 2009	no	NAPLES, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
Dynamic	MUTUAL TRUST ADVISORY GROUP	Jul 7, 2016	Feb 11, 2016	-147	Firm change after gap	Other
UHLER VERTICH WHITE ADVISORS	Dynamic	Feb 11, 2013	Feb 25, 2013	14	Firm change	Other
FAC WEALTH MANAGEMENT, LLC	UHLER VERTICH WHITE ADVISORS	May 21, 2009	Nov 2, 2009	165	Firm change	Other

Relationships

Registered with (4)

→ MUTUAL TRUST ADVISORY GROUPRegistered adviserregistration: current employment
Feb 11, 2016 to presentfactForm ADV
→ DYNAMICRegistered adviserregistration: previous registration
Feb 25, 2013 to Jul 7, 2016factForm ADV
→ UHLER VERTICH WHITE ADVISORSRegistered adviserregistration: previous registration
Nov 2, 2009 to Feb 11, 2013factForm ADV
→ FAC WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Dec 18, 2007 to May 21, 2009factForm ADV

Dated events

No dated event names this entity yet.