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CRD#: 136414
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

SCOTT T. TAYLOR, LTD. is located at 14482 Hillshire Dr., Willis, TX 77318-4478 and was first established at Dallas, Texas in 04/12/2005. After operating for 20 years, SCOTT T. TAYLOR, LTD. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of SCOTT T. TAYLOR, LTD.’s clients are individuals and 0% of their clients are high net worth individuals. SCOTT T. TAYLOR, LTD. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at SCOTT T. TAYLOR, LTD. are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access SCOTT T. TAYLOR, LTD.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at SCOTT T. TAYLOR, LTD.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

Crafted using large generative AI models

Where the Statistical Data for SCOTT T. TAYLOR, LTD. Comes From

Understanding the Statistics for SCOTT T. TAYLOR, LTD. and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
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Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
14482 Hillshire Dr., Willis, TX 77318-4478
Mailing Address
14482 Hillshire Dr., Willis, TX 77318-4478
Firm Size
Small
Phone Number
(713) 688-1849
Established
Texas since 04/12/2005
Firm Type
Other Types of Legal Formation
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / FINRA)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
TAYLOR, ELLEN MARYLIMITED PARTNER
TAYLOR, SCOTT TREZEVANTPRESIDENT, CCO, FINOP LIMITED PARTNER1323288
WEALTH RECOVERY, INCPARENT COMPANY

The Importance of Understanding a Firm’s Role when Evaluating an Advisor

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Advisor's working at SCOTT T. TAYLOR, LTD.

ES

Elizabeth Schulin

Elizabeth Mary Schulin, Elizabeth Mary Taylor
RR
CRD#: 7024198
Location:
Willis, TX 77318-4478
Company:
SCOTT T. TAYLOR, LTD.
Disclosures:
Experience:
7 years
View Profile
ST

Scott Trezevant Taylor

RR
CRD#: 1323288
Location:
Willis, TX 77318
Company:
SCOTT T. TAYLOR, LTD.
Disclosures:
Experience:
38 years
View Profile
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