Unclaimed Profile

David T Searls

SAROFIM TRUST CO·HOUSTON, Texas

Series 3, Series 7, Series 66Clean record15 years registeredSAROFIM TRUST CO

TWO HOUSTON CENTER, HOUSTON, TX 77010-1014CRD# 4635863Firm CRD# 106590

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David T Searls · HOUSTON, TX

Registration

CRD #4635863 · SAROFIM TRUST CO · 15 years registered

Brand Profile

Not yet started

Career History

FAYEZ SAROFIM & CO.

Sep 2012 – present

SAROFIM INTERNATIONAL MANAGEMENT CO

Sep 2012 – present

SAROFIM TRUST CO

Sep 2012 – present

SAROFIM ADVISORS GROUP INC

Sep 2012 – Mar 2014

HOUSTON, TX

CREDIT SUISSE SECURITIES (USA) LLC

Sep 2010 – Sep 2012

HOUSTON, TX

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 66

Registration record

First registered · September 15, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SAROFIM TRUST CO

CRD 106590 · SEC 801-13773

AUM

$7.1B

Regulatory assets under management

Employees

49 client accounts

Services offered by SAROFIM TRUST CO

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at SAROFIM TRUST CO →

Introduction

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Frequently Asked Questions

What services does David T Searls offer?

David T Searls specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in HOUSTON, Texas for a consultation.

What are David T Searls's credentials?

David T Searls is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David T Searls located?

David T Searls is based in HOUSTON, Texas, working with SAROFIM TRUST CO. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.

How does David T Searls charge for services?

David T Searls's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SAROFIM TRUST CO?

SAROFIM TRUST CO has approximately 28 employees and manages $7.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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