Encompass Advisory Services, LLC

Encompass Advisory Services, LLC (CRD# 283574) is a financial advisory firm headquartered in Katy, TX. They manage $66,552,383 in 762 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
23114 Seven Meadows Parkway, Katy, TX 77494
https://www.easadvice.com
By the Numbers
  • Total Assets Under Management
    67
    MILLION
  • Total Number of Accounts
    762
    ACCOUNTS
  • Average Account Value
    $87,339
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Encompass Advisory Services, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Jason Ceyanes, financial advisor Katy TX
Jason W. Ceyanes
CRD#: 5994336
23114 Seven Meadows Parkway, Katy, TX 77494

Jason Ceyanes (CRD# 5994336) is an Investment Advisor Representative working at Encompass Advisory Services, LLC in Katy, TX and has over 12 years of experience in the finance industry.

2
Nathan Dagley, financial advisor Katy TX
Nathan E. Dagley
CRD#: 3204502
23114 Seven Meadows Parkway, Katy, TX 77494

Nathan Dagley (CRD# 3204502) is an Investment Advisor Representative working at Encompass Advisory Services, LLC in Katy, TX and has over 24 years of experience in the finance industry.

3
John Pessarra, financial advisor Katy TX
John L. Pessarra
CRD#: 1214165
23114 Seven Meadows Parkway, Katy, TX 77494

John Pessarra (CRD# 1214165) is an Investment Advisor Representative working at Encompass Advisory Services, LLC in Katy, TX and has over 28 years of experience in the finance industry.

4
Derek Sensenig, financial advisor Katy TX
Derek J. Sensenig
CRD#: 5875722
23114 Seven Meadows Parkway, Katy, TX 77494

Derek Sensenig (CRD# 5875722) is an Investment Advisor Representative working at Encompass Advisory Services, LLC in Katy, TX and has over 13 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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