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 a corporation that has been SEC-registered since 1995 and is owned by an individual. The firm's regulatory snapshot lists it as "unclassified" and provides limited public detail about its business model or advisory activities. The record indicates the firm does not function as a capital allocator, does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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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
  • Eric Keltner

    Eric Keltner

    Compliance AssociateCRD 4901381

  • Matthew Augustine

    Matthew Augustine

    Registered RepresentativeCRD 7831610

  • Caleb Kerr

    BrokerCRD 8102412

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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