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Addison Lee Dunayer

Houlihan Lokey Capital, Inc.

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About Addison Lee Dunayer

Addison Dunayer is a financial professional with experience in the industry. Addison is currently registered with Houlihan Lokey Capital, Inc. in Texas. Addison previously worked at MORGAN STANLEY. Addison is licensed to provide investment advice in Texas. Addison has passed the Series 63, Series 7, Series 79 and SIE exams. Addison has been in the industry since 2021.

Firm Information

Addison Dunayer is currently registered with Houlihan Lokey Capital, Inc.. Houlihan Lokey Capital, Inc. is a Corporation formed on January 9, 1996, and is registered in all 50 states and the District of Columbia. The firm has been approved for registration with the Securities and Exchange Commission (SEC).

Not reported

Assets Under Management

Not reported

Total Clients

651

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Addison Dunayer’s Registration & Firm History

TX

10/03/2023 - Present

Houlihan Lokey Capital, Inc. (Dallas TX)

TX

10/24/2022 - 09/08/2023

MORGAN STANLEY (Dallas TX)

TX

08/10/2021 - 10/14/2022

HOULIHAN LOKEY CAPITAL, INC. (DALLAS TX)

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Licenses & Designations

IA

Issued 12/20/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/16/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/11/2022

Series 7TO - General Securities Representative Examination

BC

Issued 08/09/2021

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 04/28/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Addison Lee Dunayer.
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