Shelley
Seagler

Snider Advisors

CRD#5451277
Investment Advisor
in Irving, TX

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About this Advisor

Shelley Seagler is a financial advisor based in Irving, Texas, working with Snider Advisors. Shelley has previously held a position at Chronim Advisors. Shelley has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Shelley is part of Snider Advisors, which operates out of Irving, Texas. The firm has 4 employees and manages assets totaling $214.7 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, publication of newsletters, security rating services, educational seminars, and other services. The fee structure at Snider Advisors includes asset-based, fixed, and commission-based fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Publication of periodicals or newsletters, Security ratings or pricing services, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

100 Decker Court Suite 120
Irving, TX 75062

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Snider Advisors Brokerage Details

Total Assets Under Management

$214,707,875

TX Average: $3,042,739,679
Total Number of Employees

4

TX Average: 49
Total Number of Accounts

514

TX Average: 2,315
Average Account Size

$417,720

TX Average: $1,314,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops
  • Other

Shelley Seagler Work History

2007 - Present (17 years)

Chronim Advisors

Disclosures

Please visit the SEC profile of Shelley Seagler 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 Snider Advisors

Robert Brauer
Irving, TX
Shelley Seagler
Irving, TX
Tyler Curtis
Irving, TX
Jesse Anderson
Irving, TX

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