Scott T. Taylor, Ltd.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
2
Avg account
$0

Firm details

Headquarters
Willis, Texas
CRD number
136414
Registered since
November 3, 2005

Firm profile

FINTRX

Overview

Scott T. Taylor, Ltd. is organized as an “other” legal formation and appears to be a closely held, domestic practice: ownership is listed as a domestic entity alongside an individual. The firm is categorized as unclassified in the available data and is not identified as a capital allocator. Publicly reported characteristics indicate the firm does not describe itself as an active ESG investor, is not positioned as a multi-state adviser, and does not list pension consulting or affiliated-adviser relationships. Disclosure from the firm is limited. There are no published details about fee schedules, target client segments, specific advisory services, or an investment process. The firm also has not provided information about activities and affiliations that would clarify whether it operates as a traditional wealth manager, financial planner, or a different advisory model.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Scott Taylor

    Scott Taylor

    PresidentCRD 1323288

  • Elizabeth Schulin

    Elizabeth Schulin

    TeacherCRD 7024198

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Willis, TX

Montgomery

Location

Willis, TX

Headquartered in Willis, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
Montgomery
Address
14482 Hillshire Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth