Adir Sementilli, financial advisor Dallas TX
93 score

Adir Sementilli

CRD Number: 5614742
Current Firm: Msi Financial Services, Inc.

Adir Sementilli (CRD# 5614742) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Dallas, TX and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Metlife Securities Dallas, TX May 2015 - Current 1
Edward Jones St Louis, MO Feb 2015 - Mar 2015 < 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Feb 2015 < 1
Morgan Stanley West Palm Beach, FL Dec 2012 - Feb 2015 2
Wachovia/wells Fargo Bank North Palm Beach, FL Mar 2011 - Dec 2012 1
Wachovia/wells Fargo Bank, N.a. Birmingham, AL Jan 2010 - Feb 2011 1
Wells Fargo Investments, LLC Dallas, TX Jun 2009 - Jan 2010 < 1
Wells Fargo Bank, N.a. Plano, TX Jul 2006 - Jun 2009 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2009
Contact Info for Adir A. Sementilli
Phone Number: 800-638-8378
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    13,804
    MILLIONS
  • Total Number of Accounts
    105,831
    ACCOUNTS
  • Average Account Value
    $130,432
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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