Eric
Tesler
Sheets Smith Investment Management, LLC
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About this Advisor
Eric Tesler is a financial advisor who works in Houston, Texas. Tesler currently works for Sheets Smith Investment Management, LLC. Tesler has gained experience at Miller Howard Investments Inc, Tesler Capital Advisers, LLC, First Merchants Bank, Cetera Investment Services LLC, Not Registered With Member Firm, Innovation Partners LLC, Sheets Smith Investment Management, LLC, Cetera Investment Advisers LLC, Deer Isle Capital, LLC and Bx Partners. Tesler has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in Texas. Sheets Smith Investment Management, LLC is a firm operating out of Houston, TX. The firm has just four people on staff. It controls $121 million in assets across its 310 customer accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. The firm provides financial advice to 12 charities and foundations. Of its 310 accounts, 24% belong to high-net-worth clients who have greater than $1 million in investable assets. Sheets Smith Investment Management, LLC performs a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fees largely depend on which services the firm provides the client. However, fees charged by Sheets Smith Investment Management, LLC likely are comprised of any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sheets Smith Investment Management, LLC Brokerage Details
$120,789,078
4
310
$389,642
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Eric Tesler Work History
Eric has been registered as a financial advisor for 0 years.*
Innovation Partners LLC
Sheets Smith Investment Management, LLC
Deer Isle Capital, LLC
Bx Partners
Not Registered With Member Firm
First Merchants Bank
Cetera Investment Services LLC
Cetera Investment Advisers LLC
Tesler Capital Advisers, LLC
Miller Howard Investments Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Eric Tesler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sheets Smith Investment Management, LLC
Houston, TX
Houston, TX
Houston, TX
Houston, TX
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