Douglas Scott Securities, Inc.

Broker-DealerFINRA MemberEst. 1995
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Plano, Texas
CRD number
39032
Registered since
November 1, 1995

Firm profile

FINTRX

Overview

Douglas Scott Securities, Inc. is organized as a corporation and appears in SEC registration records dating back to 1995. The firm is owned by an individual and is classified in the source data as "unclassified." The profile indicates the firm does not act as a capital allocator and is not identified as an active ESG investor, multi-state adviser, pension consultant, newly formed adviser, or related adviser. Publicly available entries provide limited detail about the firm's client mix, fee schedules, and day-to-day advisory offerings. Those operational and client-facing elements are not described in the source material, so it is not possible from this record to characterize target clients, service model, or areas of investment specialization.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Jeffrey Mann

    CEO and PresidentCRD 2429708

Contacts

3 of 4
  • Matthew Augustine

    Matthew Augustine

    Registered RepresentativeCRD 7831610

  • Caleb Kerr

    BrokerCRD 8102412

  • Eric Keltner

    Eric Keltner

    Compliance AssociateCRD 4901381

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Plano, TX

Collin

Location

Plano, TX

Headquartered in Plano, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Collin
Address
1700 Alma Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth