Daniel Gray Rascoe
Investment Adviser Representative at Titleist Asset Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Daniel Gray Rascoe is an investment adviser representative with Titleist Asset Management, LLC in Dallas, TX, where they have been registered since 2023. They have worked in the securities industry since 2002 and have been registered with 5 firms, including Madison Avenue Securities, LLC and TD Ameritrade Investment Management, LLC. They have passed 7 industry qualification exams, including the Series 65 (investment adviser), Series 66 (combined investment adviser and state securities agent), and Series 7 (general securities representative). They are registered to provide investment advice in Texas.
Registrations & licenses
- Investment adviser:
- Texas
- Broker:
1 state or territory
Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- TD AmeritradeApr 2015 – Oct 2018Seattle, WA
- Madison Avenue Securities, LLCNov 2019 – Jan 2022San Diego, CA
- Sunrise Financial Services, LLCNov 2019 – Jan 2022Burien, WA
- UnemployedOct 2018 – Nov 2019Seattle, WA
- UnemployedJan 2022 – no end date reportedMiami Beach, FL
- Titleist Asset ManagementNov 2023 – no end date reportedSan Antonio, TX
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Titleist Asset Management, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Up to $1,000,0001.50%
- $1,000,001 – $3,000,0001.25%
- $3,000,001 or greater1.00%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Personal services including financial planning, income generation, retirement planning, investment management, tax-efficient investing, tax returns, tax savings review, life insurance, and estate planning; business services including bookkeeping, corporate retirement plans, business tax returns, payroll, group benefits, and business succession planning.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 41
- Offices listed on AdvisorFinder:
- 11
- Main office:
- San Antonio, TX
- SEC file number:
- 801-126953
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 18, 2026
View full firm profileOther advisors at Titleist Asset Management, LLC
Showing 12 of 41 in the directory
Similar advisors in Miami Beach, FL
Other advisors whose filed branch office is in the same city.
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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched