David Scott Hescheles
Investment adviser representative at Caz Investments L.P.
11 yearsExperience
1 stateRegistered in
$10.8BFirm assets
25 yearsFirm in business
Are you David Scott Hescheles? 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Caz Investments L.P.Jan 2025 to now
- Hartford Funds Distributors, LLCSep 2015 to Jan 2025
- Hartford Funds Management Company, LLCSep 2015 to Jan 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 1 state (TX).
Caz Investments L.P.
$10.8BAssets managed
103Clients
26Advisers
25 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
- 2564308
- Firm CRD
- 113931