PEP Advisory LLC

Broker-DealerFINRA MemberEst. 2013
Total AUM
—
Advisory reps
26
Avg account
$0

Firm details

Headquarters
Houston, Texas
CRD number
166636
Registered since
July 31, 2013

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • Daniel Pickering

    Daniel Pickering

    Chief Investment OfficerCRD 2832592

  • Michael Schaps

    CFOCRD 1892138

  • Francis Burgoyne

    Francis Burgoyne

    Managing Director, Chief Financial OfficerCRD 4653424

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Contacts

3 of 22
  • Diego Kuschnir

    Diego Kuschnir

    Investment BankingCRD 3259887

  • Walker Moody

    Walker Moody

    PresidentCRD 5007440

  • Michael Monahan

    Michael Monahan

    DirectorCRD 4835580

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth