Scott T. Taylor, Ltd.

Broker-DealerFINRA MemberEst. 2005
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 an SEC-registered advisory firm first registered in 2005. The firm is organized under a nonstandard legal form and is owned by a combination of a domestic entity and an individual. FINTRX classifies the adviser as unclassified; the record indicates Scott T. Taylor, Ltd. does not act as a capital allocator and is not marked as an active ESG investor. The source does not list specific business lines, advisory activities, fee arrangements, or target client segments for the firm. FINTRX also indicates the adviser is not a multistate adviser, not newly formed, not a pension consultant, and not designated as a related adviser.

Assets & Accounts

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
  • Elizabeth Schulin

    Elizabeth Schulin

    TeacherCRD 7024198

  • Scott Taylor

    Scott Taylor

    PresidentCRD 1323288

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