Daniel Gray Rascoe
Investment adviser representative at Titleist Asset Management, LLC
11 yearsExperience
1 stateRegistered in
$2.8BFirm assets
3 yearsFirm in business
Are you Daniel Gray Rascoe? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Titleist Asset Management, LLCNov 2023 to now
- UnemployedJan 2022 to now
- Madison Avenue Securities, LLCNov 2019 to Jan 2022
- Sunrise Financial Services, LLCNov 2019 to Jan 2022
- UnemployedOct 2018 to Nov 2019
- TD AmeritradeApr 2015 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law2008
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (TX).
Titleist Asset Management, LLC
$2.8BAssets managed
2,151Clients
43Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2427652
- Firm CRD
- 323567