Justin Moorhead
Justin Moorhead is a registered investment advisor at DBA Seslia Securities, based in Takoma Park, MD, with 38 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 140 clients with $51M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.00% |
| $50K - $10.0M | 1.00% |
| $10M+ | 0.75% |
Fees are negotiable based on the amount of assets managed. For accounts up to $50,000, a flat $500 annual fee applies. Mutual fund F-class share assets are compensated directly by providers at 0.75% annually.
Fee Estimator
Location
Takoma Park, MD
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Justin is a licensed insurance producer with the Office of Banking, Insurance and Financial Regulation, Lieutenant Governor's Office, Government of the U.S. Virgin Islands.
Employment History
Current Registrations
DBA Seslia Securities
Previous Registrations
DBA Seslia Securities
DBA Seslia Securities
Seslia SecuritiesBroker
Benedetto, Gartland & Greene, INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.