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Brett Starr

Moelis & Co. LLC

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About Brett Starr

Brett Starr is a financial advisor with Moelis & Co. LLC in Houston, TX. Brett has been in the industry since 2021 and has a Series 7, 63, 79 and SIE license. Brett previously worked at Petrie Partners Securities, LLC in Denver, CO.

Firm Information

Brett Starr is currently registered with Moelis & Co. LLC. Moelis & Co. LLC is a Limited Liability Company that was formed on June 12, 2007. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

154

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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Brett Starr’s Registration & Firm History

TX

04/21/2024 - Present

Moelis & Co. LLC (HOUSTON TX)

CO

01/28/2021 - 08/04/2022

PETRIE PARTNERS SECURITIES, LLC (DENVER CO)

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Licenses & Designations

BC

Issued 01/27/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/15/2024

Series 7TO - General Securities Representative Examination

BC

Issued 01/27/2021

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 01/12/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brett Starr.
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