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Stephen T. Scott

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CRD#: 4648492
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Stephen Thomas Scott, who also goes by Steve Scott, was a registered financial professional .

Stephen is a previously registered financial professional and started their career in finance in 2003. Stephen had worked at 4 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Steve Scott

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

February 7, 2008 - September 18, 2014

PS ASSET MANAGEMENT, INC.

RIA
CRD#: 145102
MONTGOMERY, TX
Past

November 9, 2007 - March 4, 2008

AURA ASSET MANAGEMENT, INC.

RIA
CRD#: 129402
BIRMINGHAM, AL
Past

June 7, 2006 - November 9, 2007

AURA ASSET MANAGEMENT, INC.

RIA
CRD#: 129402
BIRMINGHAM, AL
Past

February 23, 2006 - August 30, 2006

WOOTTON FINANCIAL GROUP INC

RIA
CRD#: 114641
MONTGOMERY, TX
Past

March 27, 2003 - February 24, 2006

AMERICAN MONEY MANAGEMENT GROUP

RIA
CRD#: 116490
HOUSTON, TX

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 2/17/2003
Uniform Investment Adviser Law Examination

Current Firm


PA
PS ASSET MANAGEMENT, INC.
PS ASSET MANAGEMENT, INC.

CRD#: 145102 / SEC#:

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Contact information


Main Address
22017 Stone Creek Lane, Montgomery, TX 77316
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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


PS ASSET MANAGEMENT, INC.

CRD#: 145102

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