Unclaimed Profile

Scott Allen Bishop

STA WEALTH MANAGEMENT, LLC·HOUSTON, Texas

SIE, Series 4, Series 7, Series 24, Series 53, Series 63Clean record28 years registeredSTA WEALTH MANAGEMENT, LLC

800 TOWN & COUNTRY BLVD, HOUSTON, TX 77024CRD# 2687188Firm CRD# 127186

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Scott Allen Bishop · HOUSTON, TX

Registration

CRD #2687188 · STA WEALTH MANAGEMENT, LLC · 28 years registered

Brand Profile

Not yet started

Career History

HIGHTOWER ADVISORS, LLC

Jun 2023 – present

AVIDIAN WEALTH SOLUTIONS, LLC

Apr 2014 – Jun 2023

HOUSTON, TX

RESEARCH FINANCIAL STRATEGIES

Jan 2013 – Apr 2014

HOUSTON, TX

SFS ADVISORS, LLC

Jan 2013 – Jan 2013

CYPRESS, TX

SOUND FINANCIAL SOLUTIONS, LP

Aug 2010 – Dec 2012

HOUSTON, TX

LPL FINANCIAL LLC

Jun 2005 – Oct 2012

HOUSTON, TX

LINCOLN FINANCIAL ADVISORS CORPORATION

Jun 1998 – Jun 2005

HOUSTON, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 53

Series 63

Registration record

First registered · June 1, 1998

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AVIDIAN WEALTH ENTERPRISES, LLC

CRD 127186 · SEC 801-64386

AUM

$3.1B

Regulatory assets under management

Employees

6,015 client accounts

Services offered by AVIDIAN WEALTH ENTERPRISES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at AVIDIAN WEALTH ENTERPRISES, LLC →

Introduction

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Frequently Asked Questions

What services does Scott Allen Bishop offer?

Scott Allen Bishop specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in HOUSTON, Texas for a consultation.

What are Scott Allen Bishop's credentials?

Scott Allen Bishop is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Scott Allen Bishop located?

Scott Allen Bishop is based in HOUSTON, Texas, working with STA WEALTH MANAGEMENT, LLC. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.

How does Scott Allen Bishop charge for services?

Scott Allen Bishop's firm is compensated through percentage of aum, hourly charges, subscription fees, other: mgmt of pooled investment vehicles. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STA WEALTH MANAGEMENT, LLC?

STA WEALTH MANAGEMENT, LLC has approximately 51 employees and manages $3.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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