Douglas Scott Securities, Inc.
Firm details
- Headquarters
- Plano, Texas
- CRD number
- 39032
- Registered since
- November 1, 1995
Firm profile
FINTRXOverview
Douglas Scott Securities, Inc. is listed as a corporation and has been registered with the SEC since 1995. The firm's ownership is reported as individual-owned and its classification in the available record is “unclassified.” FINTRX data indicates the entity is not identified as a capital allocator, does not report active ESG investing, and is not flagged as a multistate or newly formed adviser. The record also does not indicate pension consulting or that the firm is a related adviser to another registered manager. Public disclosures in FINTRX offer minimal detail on advisory mandates, fee structures, or target client segments.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Jodi Rosenberg
Chief Compliance OfficerCRD 5934553
Jeffrey Mann
CEO and PresidentCRD 2429708
Contacts
3 of 4Matthew Augustine
Registered RepresentativeCRD 7831610
Caleb Kerr
BrokerCRD 8102412

Eric Keltner
Compliance AssociateCRD 4901381
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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