DBA Seslia Securities
Firm details
- Headquarters
- St Thomas, VI
- CRD number
- 30624
- Website
- www.seslia.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals52.91%
- Charitable Organizations21.39%
- State / Municipal Government19.51%
- Corporations / Businesses6.19%
- Services
- Portfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
DBA Seslia Securities is organized as a limited liability company operating as an independent registered investment adviser and capital allocator. The firm serves both individual/family and institutional clients and combines portfolio management for individuals and small businesses with pension consulting, manager selection, and educational seminars. It also operates as an insurance broker. Compensation is a mix of percentage-of-AUM and fixed fees. The firm does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Exchange Traded Equities50%
- Public Funds/Mutual Funds35%
- Cash & Cash Equivalents10%
- Investment Grade Corp Bonds3%
- State & Local Bonds1%
Contacts
3 of 3
Joseph Moorhead
Investment AdvisorCRD 2267511
Justin Moorhead
PresidentCRD 1510448
Marcia Moore
AdvisorCRD 2733531
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
St Thomas, VI
Location
St Thomas, VI
Headquartered in St Thomas, VI.
- Address
- 2107 Crystal Gade
- Office locations
Similar firms
Oldenburg Investment Professionals
RIASt Thomas, VI
Southern Equity Advisors LLC
RIASt Thomas, VI
Inove Asset Management, L.L.C.
RIASt Thomas, VI
Black Diamond Capital Management
RIASt Thomas, VI
Rise North Capital Investment Advisors
RIABraintree, MA