Catherine Camille Scott

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-06-30

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Dallas	TX	05/2025	Present
The Kinkaid School	Houston	TX	05/2007	06/2020
Southern Methodist University	Dallas	TX	06/2020	05/2024
Dr. Godat Plastic Surgery	Dallas	TX	05/2022	10/2022
Southern Methodist University	Dallas	TX	10/2022	05/2023
Women's Specialty Center	Dallas	TX	05/2023	08/2023
Southern Methodist University	Dallas	TX	08/2023	05/2025
Bank Of America, N.A.	Dallas	TX	07/2025	Present

05/2025 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Dallas, TX
05/2007 → 06/2020

The Kinkaid School

Houston, TX
06/2020 → 05/2024

Southern Methodist University

Dallas, TX
05/2022 → 10/2022

Dr. Godat Plastic Surgery

Dallas, TX
10/2022 → 05/2023

Southern Methodist University

Dallas, TX
05/2023 → 08/2023

Women's Specialty Center

Dallas, TX
08/2023 → 05/2025

Southern Methodist University

Dallas, TX
07/2025 → Present

Bank Of America, N.A.

Dallas, TX

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-05-24

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