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Walter Scott

22 Years of Experience
Edinburgh

Walter Scott is a registered investment advisor at Walter Scott & Partners Limited, based in Edinburgh, with 22 years of industry experience. Walter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 185 clients with $78B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$78.2B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

One Charlotte Square, Edinburgh, EH2 4DZ

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Walter Scott & Partners Limited
August 2005 - Present · 20 yrs 9 mos
Previous Registrations
Walter Scott & Partners Limited
February 2003 - December 2004 · 1 yr 10 mos
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Walter Scott - Financial Advisor | TrueAdvisor