Unclaimed Profile

Michael Alan Meagher

SEMITA ASSET MANAGEMENT LLC·HOUSTON, Texas

Series 7, Series 63Clean record32 years registeredSEMITA ASSET MANAGEMENT LLC

5847 SAN FELIPE, HOUSTON, TX 77057CRD# 1666869Firm CRD# 226757

Profile Verification

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

Identity

Michael Alan Meagher · HOUSTON, TX

Registration

CRD #1666869 · SEMITA ASSET MANAGEMENT LLC · 32 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SEMITA ASSET MANAGEMENT LLC

THE MATHER GROUP, LLC

Aug 2022 – Oct 2023

Houston, TX

SEMITA ASSET MANAGEMENT

Jun 2015 – Aug 2022

HOUSTON, TX

CAZ INVESTMENTS L.P.

Oct 2011 – Aug 2015

HOUSTON, TX

INROADS CAPITAL MANAGEMENT LLC

Jan 2010 – Oct 2011

HOUSTON, TX

CAZ INVESTMENTS L.P.

Oct 2004 – Mar 2011

HOUSTON, TX

ROGER H. JENSWOLD & CO., INC.

Apr 1994 – Oct 2004

HOUSTON, TX

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · April 1, 1994

Years registered · 32

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SEMITA ASSET MANAGEMENT LLC

CRD 226757 · SEC 801-96341

AUM

$69M

Regulatory assets under management

Employees

190 client accounts

Services offered by SEMITA ASSET MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at SEMITA ASSET MANAGEMENT LLC →

Introduction

Speak with Michael

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Michael is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in HOUSTON?

Browse all registered financial advisors in HOUSTON, Texas or claim this profile if it's yours.

Browse HOUSTON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Michael Alan Meagher offer?

Michael Alan Meagher specializes in Financial Planning, Investment Management, Wealth Management.

What are Michael Alan Meagher's credentials?

Michael Alan Meagher is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Alan Meagher located?

Michael Alan Meagher is based in HOUSTON, Texas, last registered with SEMITA ASSET MANAGEMENT LLC.

How does Michael Alan Meagher charge for services?

Michael Alan Meagher's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SEMITA ASSET MANAGEMENT LLC?

SEMITA ASSET MANAGEMENT LLC has approximately 2 employees and manages $69M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →