Chief Executive Officer / Chief Investment Officer · Crossmark Global Investments, Inc.
Robert C. Doll
CRD 1748378 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Crossmark Global Investments, Inc., an SEC-registered asset manager based in Houston, TX with $9.0 billion in regulatory assets, lists Robert C. Doll on its Form ADV as Chief Executive Officer / Chief Investment Officer, a control person. The SEC filings also name Robert at 1 other registered adviser.
Firms and roles
- Crossmark Global Investments, Inc.Chief Executive Officer / Chief Investment OfficerAsset manager · Houston, TX · $9.0B in regulatory assets
- Crossmark Wealth Management, LLCChief Executive OfficerAsset manager · Houston, TX · $1.2B in regulatory assets
AtlasMembers
Robert’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2024 (1 years)
- Designations
- Chartered Financial Analyst
- Exams
- Series 63
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Robert’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Jim A. CoppedgeChief Compliance Officer, General Counsel, and Corporate Secretary, Crossmark Global Investments, Inc.
- Heather T. LindseyManaging Director, Crossmark Global Investments, Inc.
- James A. JacobyChief Operating Officer, Crossmark Global Investments, Inc.
- Scott H. WynantManaging Director, Crossmark Wealth Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Robert’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.