Maplewood Investments, Inc.

Broker-DealerFINRA MemberEst. 2000
Total AUM
Advisory reps
30
Avg account
$0

Firm details

Headquarters
Dallas, Texas
CRD number
103723
Registered since
February 16, 2000

Firm profile

FINTRX

Overview

Maplewood Investments, Inc. is organized as a corporation and has been registered with the SEC since 2000. Ownership is listed as a combination of a domestic entity and an individual. The firm's classification in the available dataset is unclassified, and the snapshot indicates it does not operate as a capital allocator or as an active ESG investor. Several standard fields in the profile — including stated business activities, advisory activities, fee structure, and client base details — are not provided in the source data. Regulatory flags in the snapshot show the firm is not identified as a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser to another registered entity.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

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

2 of 2
  • Daniel Dooley

    Daniel Dooley

    President, CEOCRD 1699483

  • Cynthia Besek

    Cynthia Besek

    SVP, COOCRD 1669039

Contacts

3 of 28
  • Hunter Boyd

    Hunter Boyd

    Financial AdvisorCRD 7010485

  • Christopher Watts

    Christopher Watts

    Financial AdvisorCRD 4935714

  • Robin Woodell

    Robin Woodell

    Financial PlannerCRD 5400528

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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

Dallas, TX

Dallas

Location

Dallas, TX

Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Dallas
Address
12222 Merit Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth