Sealy Investment Securities, LLC

Broker-DealerFINRA MemberEst. 2019
Total AUM
—
Advisory reps
12
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 appears on SEC records as having been registered in 2019. Ownership is recorded as a domestic entity and an individual. The firm is classified as unclassified in available datasets and is not identified as a capital allocator or a related adviser. It is not flagged as an active ESG investor, a multi-state adviser, a pension consultant, or a newly formed adviser. Fields for client base, fee structure, business activities, and advisory activities are not populated in the provided dataset, so there is no published description of the firm’s target clients, fee model, or day-to-day advisory operations in the source material.

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

2 of 2
  • Peter Jackson

    Peter Jackson

    President, CEOCRD 4276062

  • Christina Martin

    Christina Martin

    Chief Compliance OfficerCRD 6228852

Contacts

3 of 10
  • Ana Carter

    Ana Carter

    FinOpCRD 4424794

  • Paul Barausky

    Paul Barausky

    EVPCRD 2104993

  • Adam Barausky

    Executive Vice PresidentCRD 3142438

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Wealth teams

FINTRX

Newly hired reps

FINTRX

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