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Adam Bertrand Scott

Argyle Capital Partners, LLC

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About Adam Bertrand Scott

Adam Bertrand Scott is a financial advisor registered in California with Argyle Capital Partners, LLC. Adam has been in the industry since January 2005 and has experience working with Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., and UBS Financial Services Inc. Adam has a Series 7 and Series 66 license. Adam's firm, Argyle Capital Partners, LLC, has been in business since 2012 and specializes in portfolio management for individuals and businesses, as well as pension consulting. They manage over $164 million in assets for a variety of clients, including individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Adam's experience and expertise make him a valuable resource for individuals and businesses seeking financial advice.

Firm Information

Adam Scott is currently registered with Argyle Capital Partners, LLC. Argyle Capital Partners, LLC is an investment advisor based in LOS ANGELES, CA. The firm advises individuals, high-net-worth individuals, charitable organizations, pension and profit sharing plans, and corporations or other businesses. The firm manages approximately $164,109,025 in assets.
Argyle Capital Partners, LLC

1901 AVENUE OF THE STARS

LOS ANGELES, CA 90067

$164.11M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Adam Scott’s Registration & Firm History

CA

06/18/2012 - Present

Argyle Capital Partners, LLC (LOS ANGELES CA)

CA

06/01/2009 - 07/22/2010

MORGAN STANLEY SMITH BARNEY (TORRANCE CA)

CA

04/02/2007 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (TORRANCE CA)

CA

01/26/2007 - 04/02/2007

MORGAN STANLEY DW INC. (TORRANCE CA)

CA

01/01/2005 - 02/06/2007

UBS FINANCIAL SERVICES INC. (BEVERLY HILLS CA)

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Licenses & Designations

BOTH

Issued 01/14/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/21/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Adam Bertrand Scott.
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