Adam Bertrand Scott

Employer firm

Argyle Capital Partners, LLC CRD 162246

$214M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2012 → Present
  Argyle Capital Partners, Llc)
  Los Angeles, CA

Previous Registrations

• 2010-08-17 → 2012-06-15
  Gross Domestic Product, Inc
  Manhattan Beach, CA
• 2009-06-01 → 2010-07-22
  Morgan Stanley
  Torrance, CA
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Torrance, CA
• 2007-01-26 → 2007-04-02
  Morgan Stanley Dw Inc.
  Torrance, CA
• 2005-01-17 → 2007-02-06
  Ubs Financial Services Inc.
  Beverly Hills, CA
  Beverly Hills, CA

Other Businesses

Barrington Court HOA; Not Investment Related; 514-524 S. Barrington Ave, Los Angeles CA 90049; Homeowners Association; President; October 2023; 12 hours per month, no hours during securities trading hours; Managing relationships with buildings' vendors, issues with owners, property management company, etc.

Exams

• S66 Uniform Combined State Law Examination
  2005-01-14

Other Names

• Adam Scott