Unclaimed Profile

James Patrick Seery

HIGHLAND CAPITAL MANAGEMENT, L.P.·DALLAS, Texas

HIGHLAND 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

Disclosure history

3 disclosures on file · See FINRA BrokerCheck for full record

About

James Patrick Seery is a registered financial advisor based in DALLAS, Texas, affiliated with HIGHLAND CAPITAL MANAGEMENT, L.P.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Wealth Management

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

HIGHLAND CAPITAL MANAGEMENT, L.P.

AUM

$127M

Regulatory assets under management

Employees

Total firm employees

View all advisors at HIGHLAND CAPITAL MANAGEMENT, L.P. →

Services

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 4531254

Firm CRD# 110126

View on FINRA BrokerCheck →

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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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