Unclaimed Profile

Sheila Holmes Bellow

SANDERS MORRIS HARRIS INC.·HOUSTON, Texas

SANDERS MORRIS HARRIS INC.

600 TRAVIS, HOUSTON, TX 77002-3003CRD# 2783394Firm CRD# 20580

Profile Verification

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

Identity

Sheila Holmes Bellow · HOUSTON, TX

Registration

CRD #2783394 · SANDERS MORRIS HARRIS INC.

Brand Profile

Not yet started

Disclosure history

7 disclosures on file · See FINRA BrokerCheck for full record

About

Sheila Holmes Bellow is a registered financial advisor based in HOUSTON, Texas, affiliated with SANDERS MORRIS HARRIS INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Introduction

Speak with Sheila Holmes

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

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

Firm Overview

Firm

SANDERS MORRIS LLC

AUM

$820M

Regulatory assets under management

Employees

Total firm employees

View all advisors at SANDERS MORRIS LLC →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 2783394

Firm CRD# 20580

View on FINRA BrokerCheck →

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 Sheila Holmes Bellow offer?

Sheila Holmes Bellow specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in HOUSTON, Texas for a consultation.

What are Sheila Holmes Bellow's credentials?

Sheila Holmes Bellow is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sheila Holmes Bellow located?

Sheila Holmes Bellow is based in HOUSTON, Texas, working with SANDERS MORRIS HARRIS INC.. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.

How does Sheila Holmes Bellow charge for services?

Sheila Holmes Bellow's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SANDERS MORRIS HARRIS INC.?

SANDERS MORRIS HARRIS INC. has approximately 28 employees and manages $820M 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 →