Brian Sears, financial advisor Dallas TX

Brian Sears

CRD Number: 2647229
Current Firm: Service Academy Capital Management LLC

Brian Sears (CRD# 2647229) is an Investment Advisor Representative working at Service Academy Capital Management LLC in Dallas, TX and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Service Academy Capital Management Dallas, TX Jun 2015 - Current 7
Kelson Capital LLC New York, NY Jul 2018 - Jan 2020 1
Purshe Kaplan Sterling Investments Albany, NY Jun 2015 - Jul 2016 1
Unemployed Marina Del Rey, CA Nov 2014 - May 2015 < 1
Barclays Capital Inc. Los Angeles, CA Sep 2010 - Nov 2014 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1995
S65 NASAA Investment Advisors Law Examination Oct 1999
Contact Info for Brian S. Sears
Phone Number: 4248354147
Firm Website: https://www.sacmgt.com
Registered State(s):
  • CA
  • FL
  • IL
  • NM
  • TX
Current Firm Details
By the Numbers
  • Total Assets Under Management
    281
    MILLIONS
  • Total Number of Accounts
    122
    ACCOUNTS
  • Average Account Value
    $2,299,420
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, FL, IL, NM, NY, TX

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