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 entity first registered in 2005. The firm is organized under an alternative legal form (listed as "other") and its ownership is reported as a combination of a domestic entity and an individual. Regulatory disclosures classify the adviser as “unclassified” rather than under a specific advisory category. Public filing fields show a limited profile: the firm is not identified as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser. It is likewise flagged as not newly formed, not a pension consultant, and not a related adviser. The ADV and associated summary fields do not provide typical detail about the firm’s client segments, fee schedules, or day-to-day advisory activities.

Assets & Accounts

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

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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