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 an individually owned corporate advisory entity that first registered with the SEC in 1995. FINTRX classifies the firm as unclassified and records it as not acting as a capital allocator. The profile indicates the firm is not identified as an active ESG investor, is not set up as a multistate adviser, and is not listed as a pension consultant or as having related-adviser status. The firm has not supplied details about its core business activities or the advisory services it offers on the FINTRX record, so public-facing information about its client focus or investment mandate is limited.
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 3Matthew 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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