AdvisorOS Directory
Claim Profile
Unclaimed Profile
SB

Sheila Holmes Bellow

SANDERS MORRIS HARRIS INC.·HOUSTON, Texas
SIE, Series 4, Series 7, Series 8, Series 27, Series 63Clean recordSANDERS 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
01

Registrations & Exams

FINRA examinations passed
SIE
Series 4
Series 7
Series 8
Series 27
Series 63
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
SANDERS MORRIS LLC
CRD 20580 · SEC 801-66300
AUM
$820M
Regulatory assets under management
Employees
28
729 client accounts
Services offered by SANDERS MORRIS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at SANDERS MORRIS LLC →
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 →

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 AdvisorsAre you this advisor? Claim profile
04

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 →

Other Advisors at SANDERS MORRIS HARRIS INC.

Samuel Ii Guardiola
HOUSTON, TX
Aaron Ray Rowe
HOUSTON, TX
George Lester Ball
HOUSTON, TX
Michael Robert Schaps
HOUSTON, TX
Arthur Haag Sherman
HOUSTON, TX
Paul Douglas Lyons
HOUSTON, TX
CFP

More Advisors in HOUSTON, Texas

Julia Justice Cauthorn
CHILTON CAPITAL MANAGEMENT LLC·HOUSTON, TX
Mark Stanley Brooks
NEXT FINANCIAL GROUP, INC.·HOUSTON, TX
Sviataslau Mastouski
MOST CAPITAL LLC·HOUSTON, TX
John Kenneth Bruno
GFS ADVISORS LLC·HOUSTON, TX
Norman Carl Jr Grant
NEXT FINANCIAL GROUP, INC.·HOUSTON, TX
CFP
Robert Claus Arthur Benjamin
GFS ADVISORS LLC·HOUSTON, TX

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Texas
DALLAS (832)AUSTIN (497)SAN ANTONIO (225)FORT WORTH (165)PLANO (117)THE WOODLANDS (73)ADDISON (38)FRISCO (30)IRVING (30)SOUTHLAKE (29)
City Guides
DALLAS GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH GuidePLANO Guide
Research
Advisor Fees in TexasNational Fee Analysis
Request removal of this profile