Seslia Virgin Islands Securities, Inc. (St. Thomas)

Name: Seslia Virgin Islands Securities, Inc.
Address: 2107 Crystal Gade #7 A, St. Thomas, VI, 00802
Telephone: 340-776-0677

Seslia Virgin Islands Securities, Inc. is an adviser based in St. Thomas. It manages $4 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2001.

Seslia Virgin Islands Securities provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Seslia Virgin Islands Securities: assets under management

The assets under management (AUM) of Seslia Virgin Islands Securities, Inc. is $4 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -32% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $4 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $571.43 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Seslia Virgin Islands Securities, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Seslia Virgin Islands Securities, Inc.

Justin Leslie Moorhead has been acting as President since 1 Apr 1992. Michael Christopher Coen joined the executive team most recently as the Principal.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Justin Leslie Moorhead	President/director/individual shareholder	1 Apr 1992	Other	1510448
Thomas Edward Conk	Financial operations principal	1 Apr 1992	Other	2267510
Joseph Shelley Moorhead	Director	1 Apr 1992	Other	2267511
Seslia & Company	Shareholder	1 Apr 1992	75% - 100%	22--2591456
Michael Christopher Coen	Principal	1 Dec 2003	Other	2353391

Based in St. Thomas

The principal office where Seslia Virgin Islands Securities, Inc. performs its advisory services is located at 2107 Crystal Gade #7 A, St. Thomas, VI 00802, which is also the mailing address of the firm. An additional office of the firm is in Philadelphia, PA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 340-776-0677 or by fax 340-774-3666. The normal business hours are 9:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at seslia.com.