Gary Bryan Scott

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 08/2002 → Present
  Kachinka, Inc.
  San Antonio, TX

Other Businesses

SCOTT CLAN LIMITED PARTNERSHIP, SAN ANTONIO, TX. YES INVESTMENT RELATED. BUSINESS - LIMITED PARTNERSHIP. TITLE - VICE PRESIDENT. START DATE - 07/31/2002. DUTIES - VICE PRESIDENT. Geneva School of Boerne / United States / 113 Cascade Cavern, Boerne, TX 78015 / Educational Establishment / http://www.genevaschooltx.org/ / I will be a member of the Finance Committee, advising them on all things finance... budgeting, fundraising, cash flow, investing... / Advisor or advisory group member if advice given may influence an officer/board / Advise and discuss all things financial... budgeting, fundraising, cash flow, investing... / Start Date 8/9/2019 Kachinka, Inc/"The General Partner that controls the Scott Clan FLP. (Completion id #121786 has been submitted as an investment request)."/ Role -Vice President/Comp - No

Exams

• S66 Uniform Combined State Law Examination
  2005-01-06

Designations

• Certified Financial Planner

Other Names

• Gary Scott
• G. Bryan Scott
• Bryan Scott