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David Kelly Klos

HIGHLAND CAPITAL MANAGEMENT, L.P.·DALLAS, Texas
SIE, Series 27, Series 99TOClean recordHIGHLAND CAPITAL MANAGEMENT, L.P.
100 CRESCENT COURT, DALLAS, TX 75201CRD# 6590515Firm CRD# 110126

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Kelly Klos · DALLAS, TX
Registration
CRD #6590515 · HIGHLAND CAPITAL MANAGEMENT, L.P.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 27
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
HIGHLAND CAPITAL MANAGEMENT, L.P.
CRD 110126 · SEC 801-54874
AUM
$127M
Regulatory assets under management
Employees
12
23 client accounts
Services offered by HIGHLAND CAPITAL MANAGEMENT, L.P.
Per Form ADV
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at HIGHLAND CAPITAL MANAGEMENT, L.P. →
Introduction

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04

Frequently Asked Questions

What services does David Kelly Klos offer?
David Kelly Klos specializes in Retirement Planning, Wealth Management. Contact their office in DALLAS, Texas for a consultation.
What are David Kelly Klos's credentials?
David Kelly Klos is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Kelly Klos located?
David Kelly Klos is based in DALLAS, Texas, working with HIGHLAND CAPITAL MANAGEMENT, L.P.. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does David Kelly Klos charge for services?
David Kelly Klos's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HIGHLAND CAPITAL MANAGEMENT, L.P.?
HIGHLAND CAPITAL MANAGEMENT, L.P. has approximately 12 employees and manages $127M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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James Patrick Seery
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