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James Patrick Seery

HIGHLAND CAPITAL MANAGEMENT, L.P.·DALLAS, Texas
SIE, Series 7, Series 24, Series 63, Series 79TOClean recordHIGHLAND CAPITAL MANAGEMENT, L.P.
100 CRESCENT COURT, DALLAS, TX 75201CRD# 4531254Firm CRD# 110126

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Patrick Seery · DALLAS, TX
Registration
CRD #4531254 · HIGHLAND CAPITAL MANAGEMENT, L.P.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 79TO
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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Frequently Asked Questions

What services does James Patrick Seery offer?
James Patrick Seery specializes in Retirement Planning, Wealth Management. Contact their office in DALLAS, Texas for a consultation.
What are James Patrick Seery's credentials?
James Patrick Seery is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Patrick Seery located?
James Patrick Seery 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 James Patrick Seery charge for services?
James Patrick Seery'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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David Kelly Klos
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