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SL

Scott T. Lanigan

EID CAPITAL
Dallas, TX 75240
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CRD#: 7473488
SL

Professional summary


Scott Thomas Lanigan is a registered financial advisor currently at EID CAPITAL located in Dallas, Texas.

Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Scott 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.
01/2016 - Present Merit Partners, Investment-Related, Dallas, TX, Non-Registered Investment Associate. This activity accounts for approximately 35 hours a week during trading hours. Duties involve: Performing initial and recurring due diligence on external managers across different asset classes for an institutionally sized single-family office; originating and complete various ad-hoc investment related projects; publishing weekly, monthly, and annual reports detailing investment returns, holdings, and allocations.

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CRS (Client Relationship Summary) - RIA


Click below to view Scott Thomas Lanigan'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

January 3, 2022 - Present

EID CAPITAL

Office #1: 13355 Noel Road, Suite 1100, Dallas, TX 75240
RIA
CRD#: 317634
Dallas, TX

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
(1/3/2022)

Exams


Current Firm


EC
EID CAPITAL
EID CAPITAL | EID CAPITAL LLC

CRD#: 317634 / SEC#:

Texas
Registered Investment Advisory firm - (1/3/2022 Approved)
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Contact information


Main Address
13355 Noel Road, Suite 1100, Dallas, TX 75240
Mailing Address
Phone number
(972) 433-6564
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts40
AUM (Assets Under Management)$ 12,328,879

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


EID CAPITAL

CRD#: 317634Dallas, TX 75240

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