J. Scott Pappas
Investment adviser representative at Pin Oak Investment Advisors Inc
9 yearsExperience
2 statesRegistered in
$784.8MFirm assets
36 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 assetsFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
9 years in the industry.
- Pin Oak Investment Advisors IncApr 2017 to now
- Morgan Stanley Private Bank, National AssociationJan 2015 to Mar 2017
- Morgan Stanley Smith BarneyJun 2009 to Mar 2017
- Morgan Stanley & Co. IncorporatedNov 2008 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (LA, TX).
Pin Oak Investment Advisors Inc
$784.8MAssets managed
322Clients
6Advisers
36 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
- 4059735
- Firm CRD
- 105550