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 has been SEC-registered since 1995. FINTRX identifies the firm as individually owned and classifies it as “unclassified.” The profile indicates the firm is not a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state or newly formed adviser. Flags for pension consulting and related-adviser relationships are negative. The firm did not supply details on its business activities, advisory services, fee structure, or client base in the provided dataset, and it has not listed activities or external affiliations in the source material.

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

Unlock 1 more contacts

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