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. FINTRX classifies the firm as an investment bank rather than a traditional capital allocator or asset manager. The snapshot indicates ownership involving a domestic entity and an individual. The firm does not identify as an active ESG investor, is not listed as a multi-state adviser, and is not designated as a pension consultant or related adviser in the provided record. FINTRX does not populate fields for the firm's fee schedule, client segments, or detailed advisory activities, so public-facing descriptions of its day-to-day investment or client service model are not available in this dataset.

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 5
  • FRANCIS BURGOYNE

    Managing Director, Chief Financial OfficerCRD 4653424

  • Diego Kuschnir

    Chief Investment OfficerCRD 3259887

  • MICHAEL SCHAPS

    CFOCRD 1892138

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Contacts

3 of 21
  • MARCELO LAPREA

    Managing Director, Investment BankingCRD 6518230

  • MICHAEL MONAHAN

    DirectorCRD 4835580

  • KEVIN MACCURDY

    DirectorCRD 5054854

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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