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David Andrew Scott

SUSTAINABLE WOODLANDS PARTNERS, LLC·HOUSTON, Texas
SIE, Series 66, Series 82Clean recordSUSTAINABLE WOODLANDS PARTNERS, LLC
4265 SAN FELIPE ST, HOUSTON, TX 77027CRD# 5755149Firm CRD# 157862

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Andrew Scott · HOUSTON, TX
Registration
CRD #5755149 · SUSTAINABLE WOODLANDS PARTNERS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 66
Series 82
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
SUSTAINABLE WOODLANDS PARTNERS, LLC
CRD 157862 · SEC 801-72527
AUM
$121M
Regulatory assets under management
Employees
12
1 client accounts
Services offered by SUSTAINABLE WOODLANDS PARTNERS, LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at SUSTAINABLE WOODLANDS PARTNERS, LLC →
Introduction

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04

Frequently Asked Questions

What services does David Andrew Scott offer?
David Andrew Scott specializes in Retirement Planning. Contact their office in HOUSTON, Texas for a consultation.
What are David Andrew Scott's credentials?
David Andrew Scott is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Andrew Scott located?
David Andrew Scott is based in HOUSTON, Texas, working with SUSTAINABLE WOODLANDS PARTNERS, LLC. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.
How does David Andrew Scott charge for services?
David Andrew Scott's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SUSTAINABLE WOODLANDS PARTNERS, LLC?
SUSTAINABLE WOODLANDS PARTNERS, LLC has approximately 12 employees and manages $121M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SUSTAINABLE WOODLANDS PARTNERS, LLC

David Edwin Hicks
HOUSTON, TX
CFA
Michael Thomason Mcree
HOUSTON, TX
Robert Markwood Fields
HOUSTON, TX
William Kane Enszer
HOUSTON, TX

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