Tyler 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
SC	RA	APPROVED	2026-07-31

Branch Locations

One Bryant Park, New York, NY 10036 • UNITED STATES

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Mount Pleasant	SC	05/2026	Present
Thrivent	Charlotte	NC	05/2025	08/2025
South Mecklenburg High School	Charlotte	NC	04/2015	08/2024
Sewanee: The University Of The South	Sewanee	TN	08/2022	04/2026
Lucas Concrete Products	Charlotte	NC	06/2024	08/2024
Bank Of America, N.A.	Mount Pleasant	SC	07/2026	Present

05/2026 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Mount Pleasant, SC
05/2025 → 08/2025

Thrivent

Charlotte, NC
04/2015 → 08/2024

South Mecklenburg High School

Charlotte, NC
08/2022 → 04/2026

Sewanee: The University Of The South

Sewanee, TN
06/2024 → 08/2024

Lucas Concrete Products

Charlotte, NC
07/2026 → Present

Bank Of America, N.A.

Mount Pleasant, SC

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-07-31