Bradley Scott Mayer
CFP®Professional Summary
Bradley Scott Mayer, CFP®, who also goes by Brad Scott Mayer, is a registered financial advisor currently at TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS located in Austin, Texas and TCBI SECURITIES, INC. located in Austin, Texas. Bradley is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Bradley has worked at 5 firms and has passed the Series 66, SIE, Series 31 and Series 7...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Brad Scott Mayer
Similar Advisors
ATX PORTFOLIO ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
VOYA FINANCIAL ADVISORS, INC.
MORGAN STANLEY
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
ATX PORTFOLIO ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
VOYA FINANCIAL ADVISORS, INC.
MORGAN STANLEY
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
ATX PORTFOLIO ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
VOYA FINANCIAL ADVISORS, INC.
MORGAN STANLEY
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
ATX PORTFOLIO ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
VOYA FINANCIAL ADVISORS, INC.
MORGAN STANLEY
Credentials
Years of Experience
21 years in the financial services industry
Current & Past Employments
Similar Advisors
ATX PORTFOLIO ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
VOYA FINANCIAL ADVISORS, INC.
MORGAN STANLEY
Current Firm
TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS | TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES, INC.
Contact Information
Main Address
2000 Mckinney Avenue Suite 700, Dallas, TX 75201Phone Number
(945) 229-5873# of Employees
64SEC notice filing (13 States and Territories)
Registered to provide investment advisory services in 13 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
2,251AUM (Assets Under Management)
$4,190,419,999Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/29/2026 | Cover Page | Report |
Similar Advisors
ATX PORTFOLIO ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
VOYA FINANCIAL ADVISORS, INC.
MORGAN STANLEY
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.
Similar Advisors
ATX PORTFOLIO ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
VOYA FINANCIAL ADVISORS, INC.
MORGAN STANLEY
Primary Firm SEC Registration
TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS | TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES, INC.
State Registrations and Notice Filings
(6/13/2022)
(2/8/2023)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
Similar Advisors
ATX PORTFOLIO ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
VOYA FINANCIAL ADVISORS, INC.
MORGAN STANLEY
CRS (Client Relationship Summary) - RIA
Click below to view Bradley Scott Mayer's CRS (Customer Relationship Summary).
Similar Advisors
ATX PORTFOLIO ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
VOYA FINANCIAL ADVISORS, INC.
MORGAN STANLEY
