Sealy Investment Securities, LLC

Broker-DealerFINRA MemberEst. 2019
Total AUM
Advisory reps
13
Avg account
$0

Firm details

Headquarters
Dallas, Texas
CRD number
300691
Registered since
October 15, 2019

Firm profile

FINTRX

Overview

Sealy Investment Securities, LLC is organized as a limited liability company and registered with the SEC in 2019. The firm is owned under a domestic entity/individual ownership structure and is listed with an “unclassified” adviser designation in the available snapshot. The record indicates the firm does not serve as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser. It is likewise not categorized as a pension consultant or a related adviser in the provided data.

Assets & Accounts

Investments & Alternatives

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 3
  • Phillip Meserve

    Chief Executive OfficerCRD 1455059

  • Christina Martin

    Christina Martin

    Chief Compliance OfficerCRD 6228852

  • Peter Jackson

    Peter Jackson

    President, CEOCRD 4276062

Contacts

3 of 10
  • Adam Barausky

    Executive Vice PresidentCRD 3142438

  • Matthew Castaldi

    Matthew Castaldi

    Internal WholesalerCRD 7850849

  • Kyle Castle

    Kyle Castle

    Senior Regional Vice PresidentCRD 6268633

Unlock 7 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Dallas, TX

Dallas

Location

Dallas, TX

Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Dallas
Address
5910 N Central Expy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth