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Nicholas Comfort Losey

Barrow Hanley Global Investors

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About Nicholas Comfort Losey

Nicholas Comfort Losey is a financial advisor who has been registered with the SEC for over 20 years. Nicholas is currently registered with Barrow Hanley Global Investors and has a Series 7 and Series 63 license. He is also a Chartered Financial Analyst. Nicholas has a diverse background with experience at Citigroup Global Markets Inc. and previously worked for White Oak Global Advisors. He is dedicated to providing comprehensive financial planning and portfolio management services for individual investors, businesses, investment companies and pooled investment vehicles. Nicholas specializes in portfolio management, and is committed to helping clients achieve their financial goals.

Firm Information

Nicholas Losey is currently registered with Barrow Hanley Global Investors. Barrow Hanley Global Investors is a Dallas, TX-based investment firm with over $49 billion in regulatory assets under management. They provide portfolio management services to a wide range of clients, including individuals, businesses, investment companies, pooled investment vehicles, and government entities. The firm also provides selection of other advisors services.
Barrow Hanley Global Investors

2200 ROSS AVENUE, 31ST FLOOR

DALLAS, TX 75201-2761

$49.87B

Assets Under Management

Not reported

Total Clients

28

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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selection of other advisors

Helps you choose top advisors aligned with your 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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Nicholas Losey’s Registration & Firm History

TX

05/02/2018 - Present

Barrow Hanley Global Investors (DALLAS TX)

NY

09/24/2002 - 12/11/2003

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/30/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/23/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nicholas Comfort Losey.
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