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Adam Bertrand Scott

ARGYLE CAPITAL PARTNERS, LLC·LOS ANGELES, California
Series 7, Series 66Clean record21 years registeredARGYLE CAPITAL PARTNERS, LLC
1901 AVENUE OF THE STARS, LOS ANGELES, CA 90067CRD# 4873264Firm CRD# 162246

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Adam Bertrand Scott · LOS ANGELES, CA
Registration
CRD #4873264 · ARGYLE CAPITAL PARTNERS, LLC · 21 years registered
Brand Profile
Not yet started
01

Career History

Jun 2012present
Aug 2010Jun 2012
MANHATTAN BEACH, CA
Jun 2009Jul 2010
TORRANCE, CA
MORGAN STANLEY & CO. INCORPORATED
Apr 2007Jun 2009
TORRANCE, CA
MORGAN STANLEY
Jan 2007Apr 2007
TORRANCE, CA
Jan 2005Feb 2007
BEVERLY HILLS, CA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · January 17, 2005
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ARGYLE CAPITAL PARTNERS, LLC
CRD 162246 · SEC 801-121915
AUM
$164M
Regulatory assets under management
Employees
3
422 client accounts
Services offered by ARGYLE CAPITAL PARTNERS, LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
Introduction

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05

Frequently Asked Questions

What services does Adam Bertrand Scott offer?
Adam Bertrand Scott specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in LOS ANGELES, California for a consultation.
What are Adam Bertrand Scott's credentials?
Adam Bertrand Scott is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Adam Bertrand Scott located?
Adam Bertrand Scott is based in LOS ANGELES, California, working with ARGYLE CAPITAL PARTNERS, LLC. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.
How does Adam Bertrand Scott charge for services?
Adam Bertrand Scott's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ARGYLE CAPITAL PARTNERS, LLC?
ARGYLE CAPITAL PARTNERS, LLC has approximately 3 employees and manages $164M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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