AUMdb

Seslia Virgin Islands Securities, Llc

State-registered Insurance-Affiliated · Boutique (under $100M) CRD 30624 · SEC file 801-58144 · St. Thomas, VI · WWW.SESLIA.COM
☆ Save with Pro ADV data as of Mar 18, 2026
Regulatory AUM
$50.5M
Discretionary
$39.9M
Clients
140
Avg AUM / client
$361K
Accounts
145
Employees
2

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 134 $26.7M 52.9%
Charitable organizations 6 $10.8M 21.4%
State or municipal government entities Fewer than 5 clients $9.9M 19.5%
Corporations and other businesses Fewer than 5 clients $3.1M 6.19%

People (3)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Justin Leslie Moorhead Registered representative Apr 2021 (5y)
Joseph Shelley Moorhead Registered representative Mar 2022 (4y)
Marcia Vera Moore Registered representative Mar 2022 (4y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/18/2026 1.01 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Fixed fees

Services

  • Portfolio management for individuals/small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 18, 2026.

View current Form ADV (SEC/IAPD) ↗