Scott Howard Wynant

Crossmark Wealth Management, LLC

41 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

Crossmark Wealth Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

4 advisors

Number of Clients

670 clients

Average Client Portfolio

$1.7M average

Assets Under Management

$1.1B

Fee Structure

Financial Planning:Investment management only

Location

15375 Memorial Drive, Suite 200, Houston, TX, 77079

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Scott is a board member of El Centro Network since 2017. This activity requires minimal time and is not investment-related.

Employment History

Current Registrations

Crossmark Wealth Management, LLC

July 2017 - Present · 8 yrs 7 mos

Crossmark Global Investments, INC.

January 2013 - Present · 13 yrs 1 mo

Crossmark Distributors, INC.Broker

July 2004 - Present · 21 yrs 7 mos

Previous Registrations

Capstone Financial Solutions, LLC

March 2009 - December 2012 · 3 yrs 9 mos

Capstone Financial Solutions, LLC

August 2007 - March 2009 · 1 yr 7 mos

Steward Capital Advisors, LLC

May 2003 - September 2006 · 3 yrs 4 mos

Timothy Partners, LTD.Broker

June 1999 - October 2002 · 3 yrs 4 mos

Smith Barney INC.Broker

July 1993 - July 1997 · 4 yrs

Lehman Brothers INC.Broker

April 1983 - July 1993 · 10 yrs 3 mos

Foster & Marshall/american Express INC.Broker

April 1982 - April 1983 · 1 yr

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.