SF
Scott Francis Bertozzi
CRD 2731185
Certified Financial Planner
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Charles Street Asset Management, Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗