Douglas Scott Securities, Inc.

Broker-DealerFINRA Member
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 under individual ownership. The firm's FINTRX profile offers minimal public detail about its business model: fields for client base, fee structure, business and advisory activities, and affiliations are blank or unreported. The profile also indicates the firm does not self-identify as a capital allocator, an ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Because the firm has provided little descriptive information, there is no clear public statement of target clients, service lines, or investment focus. That lack of disclosure makes it difficult to assess positioning, strategy, or the types of investor relationships Douglas Scott Securities, Inc. pursues from publicly available data.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

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
  • Eric Keltner

    Eric Keltner

    Compliance AssociateCRD 4901381

  • Matthew Augustine

    Matthew Augustine

    Registered RepresentativeCRD 7831610

  • Caleb Kerr

    BrokerCRD 8102412

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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