Scott H. Wynant

CROSSMARK GLOBAL INVESTMENTS

Houston, TX 77079

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CRD#: 1037373

Professional summary

Scott Howard Wynant is a registered financial advisor currently at CROSSMARK GLOBAL INVESTMENTS, INC. located in Houston, Texas and CROSSMARK WEALTH MANAGEMENT, LLC located in Houston, Texas.

Scott is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1982. Scott has worked at 8 firms and has passed the Series 66, Series 63, Series 65, SIE, Series 5, Series 7, Series 24 and Series 8 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

BOARD MEMBER, EL CENTRO NETWORK START DATE: APRIL 2017 INVESTMENT RELATED (NO) APPROXIMATE NUMBER OF HOURS PER MONTH: 0 HOURS DEVOTED DURING SECURITIES TRADING HOURS: N/A

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Howard Wynant's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 3, 2013 - Present

CROSSMARK GLOBAL INVESTMENTS, INC.

Office #1: 15375 Memorial Drive Suite 200, Houston, TX 77079

RIA

CRD#: 113360

Houston, TX

Current

July 31, 2017 - Present

CROSSMARK WEALTH MANAGEMENT, LLC

Office #1: 15375 Memorial Drive Suite 200, Houston, TX 77079

RIA

CRD#: 289004

Houston, TX

Current

July 23, 2004 - Present

CROSSMARK DISTRIBUTORS, INC.

Office #1: 15375 Memorial Drive Suite 200, Houston, TX 77079

CRD#: 14970

Houston, TX

Past

March 19, 2009 - December 31, 2012

CAPSTONE FINANCIAL SOLUTIONS, LLC

RIA

CRD#: 126451

SPRINGFIELD, MO

Past

August 28, 2007 - March 10, 2009

CAPSTONE FINANCIAL SOLUTIONS, LLC

RIA

CRD#: 126451

SPRINGFIELD, MO

Past

May 15, 2003 - September 12, 2006

CAPSTONE FINANCIAL SOLUTIONS, LLC

RIA

CRD#: 126451

HOUSTON, TX

Past

June 24, 1999 - October 22, 2002

TIMOTHY PARTNERS, LTD.

CRD#: 41835

MAITLAND, FL

Past

July 31, 1993 - July 21, 1997

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

April 15, 1983 - July 31, 1993

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Past

April 6, 1982 - April 15, 1983

FOSTER & MARSHALL INC.

CRD#: 321

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CROSSMARK GLOBAL INVESTMENTS, INC.

CAPSTONE ASSET MANAGEMENT COMPANY | CROSSMARK GLOBAL INVESTMENTS, INC.

CRD#: 113360 / SEC#: 801-17695

RIA

Registered Investment Advisory firm - (7/26/1982 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Texas
(7/23/2004)

IAR

Texas
(1/3/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/11/2003

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 12/4/1996

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 11/25/1991

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 5

Date: 6/27/1983

Interest Rate Options Examination

General Industry/Product Exam

Series 7

Date: 3/20/1982

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 11/22/2014

General Securities Principal Examination

Principal/Supervisory Exam

Series 8

Date: 5/1/1984

General Securities Sales Supervisor Examination (Options Module & General Module)

SRO Registrations

FINRA

Current Firm

CROSSMARK GLOBAL INVESTMENTS, INC.

CAPSTONE ASSET MANAGEMENT COMPANY | CROSSMARK GLOBAL INVESTMENTS, INC.

CRD#: 113360 / SEC#: 801-17695

RIA

Registered Investment Advisory firm - (7/26/1982 Approved)

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Contact information

Main Address

15375 Memorial Drive Suite 200, Houston, TX 77079

Mailing Address

Phone number

(713) 260-9000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CROSSMARK GLOBAL INVESTMENTS FORM ADV PARTS 2A AND 2B REV JUNE 30 2025 (6/27/2025)

Regulatory assets under management

Total Number of Accounts	5,314
AUM (Assets Under Management)	$ 7,093,712,521

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Scott H. Wynant

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Howard Wynant's CRS (Customer Relationship Summary).

Certified licenses

Experience

CROSSMARK WEALTH MANAGEMENT, LLC

CROSSMARK DISTRIBUTORS, INC.

CAPSTONE FINANCIAL SOLUTIONS, LLC

CAPSTONE FINANCIAL SOLUTIONS, LLC

CAPSTONE FINANCIAL SOLUTIONS, LLC

TIMOTHY PARTNERS, LTD.

CITIGROUP GLOBAL MARKETS INC.

LEHMAN BROTHERS INC.

FOSTER & MARSHALL INC.

Primary Firm SEC Registration

CROSSMARK GLOBAL INVESTMENTS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 4/11/2003

Series 63

Date: 12/4/1996

Series 65

Date: 11/25/1991

SIE

Date: 10/1/2018

Series 5

Date: 6/27/1983

Series 7

Date: 3/20/1982

Series 24

Date: 11/22/2014

Series 8

Date: 5/1/1984

FINRA

Current Firm

CROSSMARK GLOBAL INVESTMENTS, INC.

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CROSSMARK GLOBAL INVESTMENTS, INC.

TRUST BUT VERIFY

Contact information

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