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Scott Philip Dolson

Grant Street Asset Management Inc.

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About Scott Philip Dolson

Scott Dolson is a financial advisor with Grant Street Asset Management Inc., an investment advisor registered with the SEC. Scott Dolson is registered with the state of Pennsylvania, and has been in the industry since 2008. Scott Dolson has experience working at BNY Mellon Securities Corporation, Morgan Stanley Smith Barney, and Morgan Stanley & Co. Incorporated. Scott Dolson has passed the Series 3, Series 7, Series 31, and Series 66 exams. Scott Dolson specializes in portfolio management for individuals and businesses. Scott Dolson also provides financial planning services.

Firm Information

Scott Dolson is currently registered with Grant Street Asset Management Inc.. Grant Street Asset Management Inc. is an investment advisor headquartered in Canonsburg, Pennsylvania. They offer a range of advisory services including financial planning, portfolio management for individuals and businesses. With a focus on serving high-net-worth individuals, the firm has approximately $578,666,263 in assets under management across 1,130 accounts. They also serve a variety of other client types, including charitable organizations, individuals other than high-net-worth, and pension and profit-sharing plans.
Grant Street Asset Management Inc.

380 SOUTHPOINTE BLVD

CANONSBURG, PA 15317

$578.67M

Assets Under Management

Not reported

Total Clients

8

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business 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.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Scott Dolson’s Registration & Firm History

PA

06/05/2020 - Present

Grant Street Asset Management Inc. (CANONSBURG PA)

PA

05/12/2011 - 06/05/2020

BNY MELLON SECURITIES CORPORATION (PITTSBURGH PA)

MD

06/01/2009 - 06/10/2009

MORGAN STANLEY SMITH BARNEY (HUNT VALLEY MD)

MD

08/22/2008 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (HUNT VALLEY MD)

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Licenses & Designations

BOTH

Issued 09/10/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/01/2014

Series 3 - National Commodity Futures Examination

BC

Issued 09/19/2008

Series 31 - Futures Managed Funds Examination

BC

Issued 08/21/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Scott Philip Dolson.
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