Scott P. Dolson

GRANT STREET ASSET MANAGEMENT

Canonsburg, PA 15317

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CRD#: 5348342

Professional summary

Scott Philip Dolson is a registered financial advisor currently at GRANT STREET ASSET MANAGEMENT INC located in Canonsburg, Pennsylvania.

Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Scott has worked at 4 firms and has passed the Series 66, SIE, Series 3, Series 31 and Series 7 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Philip Dolson'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

June 5, 2020 - Present

GRANT STREET ASSET MANAGEMENT INC

Office #1: 380 Southpointe Blvd South Pointe Plaza Ii Suite 315, Canonsburg, PA 15317

RIA

CRD#: 106980

Canonsburg, PA

Past

May 12, 2011 - June 5, 2020

BNY MELLON SECURITIES CORPORATION

CRD#: 231

PITTSBURGH, PA

Past

June 1, 2009 - June 10, 2009

MORGAN STANLEY

RIA

CRD#: 149777

HUNT VALLEY, MD

Past

June 1, 2009 - June 10, 2009

MORGAN STANLEY

CRD#: 149777

HUNT VALLEY, MD

Past

September 11, 2008 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

HUNT VALLEY, MD

Past

August 22, 2008 - June 1, 2009

MORGAN STANLEY & CO. LLC

CRD#: 8209

HUNT VALLEY, MD

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".

GRANT STREET ASSET MANAGEMENT INC

CRD#: 106980 / SEC#: 801-43095

RIA

Registered Investment Advisory firm - (1/14/1993 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.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(6/5/2020)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/10/2008

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 3/1/2014

National Commodity Futures Examination

General Industry/Product Exam

Series 31

Date: 9/19/2008

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 8/21/2008

General Securities Representative Examination

Current Firm

GRANT STREET ASSET MANAGEMENT INC

CRD#: 106980 / SEC#: 801-43095

RIA

Registered Investment Advisory firm - (1/14/1993 Approved)

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Contact information

Main Address

380 Southpointe Blvd South Pointe Plaza Ii Suite 315, Canonsburg, PA 15317

Mailing Address

Phone number

(412) 257-8060

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GRANT STREET ASSET MANAGEMENT, INC. 2025 BROCHURE (3/14/2025)

Regulatory assets under management

Total Number of Accounts	1,277
AUM (Assets Under Management)	$ 668,893,645

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.

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Advisor Monitoring

Firm Stability Insights

Scott P. Dolson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Philip Dolson's CRS (Customer Relationship Summary).

Certified licenses

Experience

BNY MELLON SECURITIES CORPORATION

MORGAN STANLEY

MORGAN STANLEY

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

Primary Firm SEC Registration

GRANT STREET ASSET MANAGEMENT INC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/10/2008

SIE

Date: 10/1/2018

Series 3

Date: 3/1/2014

Series 31

Date: 9/19/2008

Series 7

Date: 8/21/2008

Current Firm

GRANT STREET ASSET MANAGEMENT INC

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GRANT STREET ASSET MANAGEMENT INC

TRUST BUT VERIFY

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