Stephen Chadwick Scott

Employer firm

The Menard Financial Group, LLC CRD 299404

$335M regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 10/2002 → 03/2021
  Eagle Strategies Llc
  Houston, TX
• 03/2021 → Present
  The Menard Financial Group, Llc
  Houston, TX

Previous Registrations

• 2002-10-29 → 2021-03-10
  Eagle Strategies Llc
  Houston, TX

Other Businesses

1). THE LIFE INSURANCE ADVISORY GROUP, LLC; YES INVESTMENT RELATED; 2603 AUGUSTA D., SUITE 1200, HOUSTON, TEXAS 77057; INSURANCE AGENCY; LICENSED INSURANCE AGENT/CONTRACTOR; 03/2021; APPROX. 2 HOURS PER MONTH; OFFER INSURANCE PRODUCTS AS A LICENSED INSURANCE AGENT IN THE STATE OF TEXAS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-09-12
• S63 Uniform Securities Agent State Law Examination
  1994-06-01

Other Names

• Chad Scott