PEP Advisory LLC
Firm details
- Headquarters
- Houston, Texas
- CRD number
- 166636
- Registered since
- July 31, 2013
Firm profile
FINTRXOverview
PEP Advisory LLC is organized as a limited liability company and has been SEC-registered since 2013. The firm is categorized as an investment bank and is owned by a combination of a domestic entity and an individual. Publicly available fields indicate the firm does not act as a capital allocator and is not identified as an active ESG investor, pension consultant, related adviser, or a newly formed adviser. The firm has not provided public detail about its advisory activities, fee schedule, client base, or specific business activities. Those omissions limit the ability to assess its client-facing services or investment approach from the available data.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4
Daniel Pickering
Chief Investment OfficerCRD 2832592
Michael Schaps
CFOCRD 1892138

Francis Burgoyne
Managing Director, Chief Financial OfficerCRD 4653424
Contacts
3 of 22
Diego Kuschnir
Investment BankingCRD 3259887

Walker Moody
PresidentCRD 5007440
Michael Monahan
DirectorCRD 4835580
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Houston, TX
Harris
Location
Houston, TX
Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Harris
- Address
- 100 Waugh Dr
- Time zone
- CT (UTC-6)
- Office locations
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