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 is classified as an investment bank. The firm has been registered with the SEC since 2013. Ownership is listed as a combination of a domestic entity and an individual. According to available records, PEP Advisory LLC is not positioned as a capital allocator, does not identify as an active ESG investor, and is not registered as a multistate adviser.
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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