TrueAdvisor
TrueAdvisor
DR
DR

Daniel Gray Rascoe

Titleist Asset Management, LLC
22 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Titleist Asset Management, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
37 advisors
Number of Clients
1,875 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only

Location

Miami Beach, FL

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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.

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Employment History
Current Registrations
Titleist Capital, LLC
November 2023 - Present · 2 yrs 3 mos
Titleist Capital, LLCBroker
November 2023 - Present · 2 yrs 3 mos
Titleist Asset Management, LLC
November 2023 - Present · 2 yrs 3 mos
Previous Registrations
Madison Avenue Securities, LLC
November 2019 - January 2022 · 2 yrs 2 mos
Madison Avenue Securities, LLCBroker
November 2019 - January 2022 · 2 yrs 2 mos
TD Ameritrade Investment Management, LLC
May 2015 - October 2018 · 3 yrs 5 mos
TD Ameritrade, INC.
May 2015 - October 2018 · 3 yrs 5 mos
TD Ameritrade, INC.Broker
April 2015 - October 2018 · 3 yrs 6 mos
TradekingBroker
August 2012 - April 2015 · 2 yrs 8 mos
Nylife Securities LLCBroker
January 2011 - May 2011 · 4 mos
Bb&t Investment Services, INC.
May 2008 - January 2009 · 8 mos
Bb&t Investment Services, INC.Broker
November 2007 - January 2009 · 1 yr 2 mos
North American Clearing, INC.Broker
September 2006 - October 2006 · 1 mo
Walker Rose, INC.Broker
December 2003 - November 2005 · 1 yr 11 mos
Hamershlag, Dodeles & CO., LLCBroker
October 2002 - October 2003 · 1 yr
Cathay Financial LLCBroker
July 1998 - March 2002 · 3 yrs 8 mos
National Financial Services CorporationBroker
August 1997 - July 1998 · 11 mos
Fidelity Brokerage Services, INC.Broker
November 1993 - August 1997 · 3 yrs 9 mos
State Registrations1 state
TX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.