David Mcleroy
David Mcleroy is a registered investment advisor at Raymond James & Associates, INC., based in Houston, TX, with 37 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
5847 San Felipe Street, Ste 3900, Houston, TX, 77057
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is the sole owner of McLeroy Partners LLC since 2007 and a partner in PacoMac One, a real estate brokerage, since 2022. He spends minimal time on each of these businesses.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Amherst Securities Group, L.P.Broker
Westcap Securities, L.P.Broker
Westcap Government Securities, INC.Broker
Rotan Mosle INC.Broker
State Registrations6 states
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