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David T Searls

Fayez Sarofim & Co.

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About David T Searls

David Searls is a Registered Representative and Investment Advisor Representative with Fayez Sarofim & Co., Sarofim Trust Co. and Sarofim International Management Co. David has been in the industry since 2003 and has passed several industry exams, including the Series 3, 7 and 66 exams. David is a member of the Financial Industry Regulatory Authority (FINRA) and has worked for Credit Suisse Securities (USA) LLC and Goldman, Sachs & Co. previously. David works with a wide range of clients including individuals, high-net-worth individuals, corporations, investment companies, and pooled investment vehicles.

Firm Information

David Searls is currently registered with Fayez Sarofim & Co.. Fayez Sarofim & Co. is a Houston, Texas-based investment firm that provides portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. The firm manages over $31 billion in assets for a diverse range of clients, including high-net-worth individuals, corporations, investment companies, charitable organizations, and pension plans.
Fayez Sarofim & Co.

TWO HOUSTON CENTER

HOUSTON, TX 77010

$31.43B

Assets Under Management

Not reported

Total Clients

16

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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David Searls’s Registration & Firm History

TX

09/18/2012 - Present

Fayez Sarofim & Co. (HOUSTON TX)

TX

09/15/2010 - 09/10/2012

CREDIT SUISSE SECURITIES (USA) LLC (HOUSTON TX)

NY

04/01/2003 - 09/29/2010

GOLDMAN, SACHS & CO. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 11/23/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/12/2009

Series 3 - National Commodity Futures Examination

BC

Issued 03/31/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David T Searls.
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