Tectonic Advisors LLC

Tectonic Advisors LLC (CRD# 139713) is a financial advisory firm headquartered in Plano, TX. They manage $1,122,942,090 in 34 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,123
    MILLION
  • Total Number of Accounts
    34
    ACCOUNTS
  • Average Account Value
    $33,027,709
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Tectonic Advisors LLC
Showing 1 - 5 of 5 top financial advisors.
1
Juaquin G. Arellano
CRD#: 4921770
600 Travis Street Ste 5900, Houston, TX 77002
93
Wealthminder
score

Juaquin Arellano (CRD# 4921770) is an Investment Advisor Representative working at Tectonic Advisors LLC in Houston, TX and has over 5 years of experience in the finance industry. Juaquin Arellano has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Nancy E. Dixon
CRD#: 2806279
6900 North Dallas Parkway, Suite 500, Plano, TX 75024
93
Wealthminder
score

Nancy Dixon (CRD# 2806279) is an Investment Advisor Representative working at Tectonic Advisors LLC in Plano, TX and has over 20 years of experience in the finance industry.

3
Brittany S. Steitz
CRD#: 6290026
600 Travis St Ste 5900, Houston, TX 77002
90
Wealthminder
score

Brittany Steitz (CRD# 6290026) is an Investment Advisor Representative working at Tectonic Advisors LLC in Houston, TX and has over 3 years of experience in the finance industry.

4
Sean W. Sessel
CRD#: 6533510
2777 Allen Parkway, Suite 525, Houston, TX 77019
89
Wealthminder
score

Sean Sessel (CRD# 6533510) is an Investment Advisor Representative working at Tectonic Advisors LLC in Houston, TX and has over 2 years of experience in the finance industry.

5
Arthur H. Sherman
CRD#: 2813406
600 Travis, Suite 5900, Houston, TX 77002
68
Wealthminder
score

Arthur Sherman (CRD# 2813406) is an Investment Advisor Representative working at Tectonic Advisors LLC in Houston, TX and has over 20 years of experience in the finance industry.

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