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Scott Wilson

23 Years of Experience
Dallas, TX
Broker

Scott Wilson is a registered investment advisor at Hilltop Securities INC., based in Dallas, TX, with 23 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments. Their firm serves 2,241 clients with $2.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
180 advisors
Number of Clients
2,241 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$2.3B

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)

The Horizon Program fee is a negotiated annual flat fee, not to exceed 1.75%, billed quarterly in advance. This fee covers investment advice and reporting. The fee is debited from a separate account the client has with Hilltop Securities, not directly from the Horizon account. The value of alternative investments is based on information provided by the product sponsors and administrators, which may be delayed and not current. This fee is in addition to the investment management fees and other expenses charged by the Alternative Investment Funds and Structured Products.

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Location

717 N. Harwood Street, Suite 3400, Dallas, TX, 75201

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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
Hilltop Securities INC.
November 2024 - Present · 1 yr 10 mos
Hilltop Securities INC.Broker
August 2023 - Present · 3 yrs 1 mo
Previous Registrations
Morgan Stanley
September 2019 - August 2023 · 3 yrs 11 mos
Morgan StanleyBroker
May 2019 - August 2023 · 4 yrs 3 mos
Touchstone Securities, INC.Broker
January 2017 - April 2019 · 2 yrs 3 mos
Prudential Investment Management Services LLCBroker
December 2010 - November 2015 · 4 yrs 11 mos
John Hancock Distributors LLCBroker
January 2002 - November 2010 · 8 yrs 10 mos
Manulife Wood Logan, INC.Broker
May 2001 - January 2002 · 8 mos
State Registrations1 state
TX
AdvisorBrokerBoth

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.
Scott Wilson - Financial Advisor | TrueAdvisor