AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
DC

Damon C. Collins

COLLINS WEALTH MANAGEMENT
SUGAR LAND, TX 77478
Some features on this profile are disabled
CRD#: 6937476
DC

Professional summary


Damon Cantrell Collins is a registered financial advisor currently at COLLINS WEALTH MANAGEMENT located in Sugar Land, Texas.

Damon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Damon has worked at 2 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

top-8-questions

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 Damon Cantrell Collins's 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 4, 2021 - Present

COLLINS WEALTH MANAGEMENT

Office #1: 14090 Southwest Freeway Suite 300, Sugar Land, TX 77478
RIA
CRD#: 314610
SUGAR LAND, TX
Past

November 8, 2018 - February 5, 2021

EDWARD JONES

RIA
CRD#: 250
ALVIN, TX
Past

July 20, 2018 - February 5, 2021

EDWARD JONES

BD
CRD#: 250
ALVIN, TX

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
Texas
(6/4/2021)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 11/7/2018
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 6/5/2024
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


CW
COLLINS WEALTH MANAGEMENT
COLLINS WEALTH MANAGEMENT | COLLINS WEALTH MANAGEMENT LLC

CRD#: 314610 / SEC#:

Texas
Registered Investment Advisory firm - (6/4/2021 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
14090 Southwest Freeway Suite 300, Sugar Land, TX 77478
Mailing Address
Phone number
(281) 766-4850
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts52
AUM (Assets Under Management)$ 2,454,772

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.

Company Information


COLLINS WEALTH MANAGEMENT

CRD#: 314610Sugar Land, TX 77478

TRUST BUT VERIFY

Monitor Damon Collins

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Troy Lynn Wootton Jr
Troy WoottonAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Sugar Land, TX
Darren Dindinger
Darren DindingerAdvisorCheck Check Mark
ALLWORTH FINANCIAL, L.P.
IAR
RR
Orting, WA
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics