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Scott Howard Wynant

Crossmark Global Investments, Inc.

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About Scott Howard Wynant

Scott Wynant is a financial advisor with Crossmark Global Investments, Inc. and Crossmark Wealth Management, LLC. Scott has been in the financial services industry since 1984. Scott has experience in portfolio management for individuals, businesses and investment companies. Scott is registered in Texas as an Investment Advisor Representative and has Series 7, 8, 24, 63, 65, and 66 licenses. Scott is also a board member of El Centro Network.

Firm Information

Scott Wynant is currently registered with Crossmark Global Investments, Inc.. Crossmark Global Investments, Inc. is an investment advisor based in Houston, Texas. The firm manages approximately $1 billion to $10 billion in assets for individuals, businesses, investment companies, and other institutions. Crossmark Global Investments specializes in portfolio management and offers discretionary and non-discretionary investment management services. They also participate in wrap fee programs.
Crossmark Global Investments, Inc.

15375 MEMORIAL DRIVE

HOUSTON, TX 77079

$7.00B

Assets Under Management

Not reported

Total Clients

21

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Scott Wynant’s Registration & Firm History

TX

01/03/2013 - Present

Crossmark Global Investments, Inc. (HOUSTON TX)

FL

06/24/1999 - 10/22/2002

TIMOTHY PARTNERS, LTD. (MAITLAND FL)

NY

07/31/1993 - 07/21/1997

SMITH BARNEY INC. (NEW YORK NY)

NY

04/15/1983 - 07/31/1993

LEHMAN BROTHERS INC. (NEW YORK NY)

NA

04/06/1982 - 04/15/1983

FOSTER & MARSHALL/AMERICAN EXPRESS INC.

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Licenses & Designations

BOTH

Issued 04/11/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/04/1996

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 11/25/1991

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/22/2014

Series 24 - General Securities Principal Examination

BC

Issued 05/01/1984

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/27/1983

Series 5 - Interest Rate Options Examination

BC

Issued 03/20/1982

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Scott Howard Wynant.
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