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DG

Daniel Gray Rascoe

Investment Adviser Representative at TITLEIST ASSET MANAGEMENT, LLC

Dallas, TXCRD #2427652Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
24 yrs
States Registered
1 states
Exams Passed
7

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Daniel Gray Rascoe has worked in the securities industry since 2002. They are registered to provide investment advisory services in Texas.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Texas
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 5/12/2015
Series 65
Uniform Investment Adviser Law Examination
Passed 5/28/2008
Series 63
Uniform Securities Agent State Law Examination
Passed 12/21/1993
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 55
Limited Representative-Equity Trader Exam
Passed 11/17/1999
Series 7
General Securities Representative Examination
Passed 11/29/1993
Series 24
General Securities Principal Examination
Passed 3/28/2014

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Up to $1,000,0001.50%
$1,000,001 – $3,000,0001.25%
$3,000,001 or greater1.00%
Source

Titleist Asset Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

ENSEMBLE FINANCIAL, INC.Current
3/19/2026Dallas, TX
TITLEIST CAPITAL, LLCCurrent
11/21/2023Miami Beach, FL
TITLEIST ASSET MANAGEMENT, LLCCurrent
11/17/2023Miami Beach, FL
MADISON AVENUE SECURITIES, LLC
11/21/20191/4/2022Burien, WA
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
5/13/201510/3/2018Seattle, WA
TD AMERITRADE, INC.
5/13/201510/3/2018Seattle, WA
BB&T INVESTMENT SERVICES, INC.
5/30/20081/27/2009Hopkinsville, KY

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Daniel Gray Rascoe has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Daniel Gray Rascoe - Financial Advisor in Dallas, TX | AdvisorFinder