$50.5M Total AUM
$39.9M Disc. AUM
-- 3Y CAGR
2 Employees
140 ADV. Clients
33 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-08-1993
- Office Locations
- 2
Office Locations
2107 Crystal Gade #7A St. Thomas VI
-- Takoma Park MD
About Seslia Securities
Seslia Virgin Islands Securities is a St. Thomas–based advisory serving retail and institutional clients with investment planning, asset management, insurance, and retirement-plan support. Portfolios lean heavily on ETFs and public funds, with some municipal-bond exposure. Works with major custodians including Charles Schwab and Pershing.
Team overview
74 AVG AGE
$25.3M AVG AUM / ADVISOR
$361.0K AVG AUM / CLIENT
4.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
33yrs Firm Age
Insights
Available
Available
Available
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Available
Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
JUSTIN LESLIE MOORHEAD
Chief Compliance Officer, Manager, Managing Director
- CRD
- #1510448
- Ownership
- Less than 5%
Available
Available
Available
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M
MARCIA VERA MOORE
Consultant
- CRD
- #2733531
Available
Available
Available
J
JOSEPH SHELLEY MOORHEAD
Managing Director
- CRD
- #2267511
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $39,937,454 | -- |
| Non-Discretionary | $10,609,531 | -- |
| Total | $50,546,985 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Corporate - Investment Grade:
Available Derivatives:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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