Scott Lake Branson
Investment adviser representative at Titleist Asset Management, LLC
10 yearsExperience
1 stateRegistered in
$2.8BFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Titleist Asset Management, LLCApr 2023 to now
- Titleist Capital, LLCJun 2021 to now
- Wells Fargo Clearing Services, LLCNov 2016 to Mar 2021
- Wells Fargo Advisors LLCApr 2016 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 1 state (TX).
Titleist Asset Management, LLC
$2.8BAssets managed
2,151Clients
43Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1985691
- Firm CRD
- 323567