JM
JM

Justin Moorhead

37 Years of Experience
St. Thomas, VI
Sells Insurance

Justin Moorhead is a registered investment advisor at DBA Seslia Securities, based in St. Thomas, VI, with 37 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 129 clients with $43M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
129 clients
Average Client Portfolio
$332K average
Assets Under Management
$42.8M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $50KIncluded
$50K - $10.0M1.00%
$10M+0.75%

Fees are negotiable. For accounts with mutual fund providers for Class F-1, F-2, F-3 or 529-F-1 shares, Seslia is compensated by the mutual fund provider at 0.75% annually, quarterly prorated.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2107 Crystal Gade #7A, St. Thomas, VI, 00802

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Justin is a licensed insurance producer with the Office of Banking, Insurance and Financial Regulation, Lieutenant Governor's Office, Government of the U.S. Virgin Islands.

Employment History
Current Registrations
DBA Seslia Securities
April 2021 - Present · 5 yrs
Previous Registrations
DBA Seslia Securities
July 2020 - December 2020 · 5 mos
DBA Seslia Securities
January 2014 - September 2019 · 5 yrs 8 mos
Seslia SecuritiesBroker
March 1993 - June 2019 · 26 yrs 3 mos
Benedetto, Gartland & Greene, INC.Broker
October 1990 - April 1993 · 2 yrs 6 mos
Dean Witter Reynolds INC.Broker
May 1986 - August 1989 · 3 yrs 3 mos
State Registrations3 states
DCMDVirgin Islands
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Justin Moorhead - Financial Advisor | TrueAdvisor