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WS

Walter G. Scott

WALTER SCOTT & PARTNERS LIMITED
EDINBURGH, EH2 4DZ
Some features on this profile are disabled
CRD#: 4393423
WS

Professional summary

Walter Grant Scott is a registered financial advisor currently at WALTER SCOTT & PARTNERS LIMITED .

Walter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Walter has worked at 1 firm .

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Walter Grant Scott's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

August 29, 2005 - Present

WALTER SCOTT & PARTNERS LIMITED

Office #1: One Charlotte Square, Edinburgh, EH2 4DZ
RIA
CRD#: 112161
EDINBURGH,
Past

February 28, 2003 - December 31, 2004

WALTER SCOTT & PARTNERS LIMITED

RIA
CRD#: 112161
EDINBURGH,

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WS
WALTER SCOTT & PARTNERS LIMITED
WALTER SCOTT | WALTER SCOTT & PARTNERS LIMITED

CRD#: 112161 / SEC#: 801-19420

RIA
Registered Investment Advisory firm - (9/29/1983 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(8/29/2005)

Exams

Current Firm

WS
WALTER SCOTT & PARTNERS LIMITED
WALTER SCOTT | WALTER SCOTT & PARTNERS LIMITED

CRD#: 112161 / SEC#: 801-19420

RIA
Registered Investment Advisory firm - (9/29/1983 Approved)
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Contact information

Main Address
One Charlotte Square,, Edinburgh, EH2 4DR
Mailing Address
Phone number
44-131-225-1357
Established
Firm type
Fiscal year end
# of Employees
159

SEC notice filing (3 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Latest Form ADV

Part 2 Brochures

WALTER SCOTT & PARTNERS LIMITED ADV FORM PART 2A BROCHURE - 28TH MARCH 2025 (3/28/2025)

Regulatory assets under management

Total Number of Accounts185
AUM (Assets Under Management)$ 78,181,900,591

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

WALTER SCOTT & PARTNERS LIMITED

CRD#: 112161Edinburgh, EH2 4DZ

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