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Michael Taylor Scott

Truist Advisory Services, Inc.

Houston, TX

CRD 5580677

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Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Periodicals / newsletters
  • WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

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

Current Employers
Truist Advisory Services, Inc.

303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-07-25
  • TX RA
    APPROVED
    Since 2022-07-25

Branch Locations

1400 Post Oak Blvd, Houston, TX 77056 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Truist Advisory Services, Inc. Houston TX 07/2022 Present
Houston Trust Company Houston TX 10/2020 06/2022
Sentinel Trust Company Houston TX 04/2010 09/2020
  • 07/2022 → Present
    Houston, TX
  • 10/2020 → 06/2022
    Houston Trust Company
    Houston, TX
  • 04/2010 → 09/2020
    Sentinel Trust Company
    Houston, TX
Other Businesses

THE BUSH SCHOOL OF GOVERNMENT & PUBLIC SERVICE - TEXAS A&M UNIVERSITY POSITION: Advisory Board Member NATURE: Higher education institution providing graduate level and PhD degrees centered around local government & public service, City management, and foreign relations / intelligence. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 2 START DATE: 04/05/2018 ADDRESS: College Station TX, United States DESCRIPTION: Attending quarterly meetings to interact with students / campus staff. Advise the Dean of the school on matters relating to long-term vision of the school. RAISEUP FAMILIES POSITION: Member, Board of Directors NATURE: Since 1994 RaiseUp Families has been providing financial assistance to parents of school-age children while helping them attain higher income jobs and teaching invaluable budgeting skills. RaiseUp Families stabilizes parents from vulnerable communities who face unexpected financial crises so their children can focus on their education, giving them the opportunity for a better life. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 09/06/2025 ADDRESS: Houston TX, United States DESCRIPTION: Member of the board of directors serving in an advisory capacity and assisting in raising outside funds for the organization.

Designations
  • Chartered Financial Analyst
Other Names
  • Taylor Scott

View on SEC IAPD

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