DBA Seslia Securities logo

DBA Seslia Securities

Updated today

Client assets under management

$26,743,406

Clients

134

0% high-net worth

Advisors

3

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

45

Typical

Average account size

$199,578

About

Seslia Securities provides investment management to individual and institutional clients, including educational institutions, endowments, nonprofits, trusts and corporations, and it conducts training and educational seminars to support client objectives. The firm also offers insurance products through employees who are licensed insurance brokers and delivers ongoing portfolio monitoring under limited discretionary agreements.

Seslia typically implements portfolios using index funds, exchange‑traded funds and mutual funds, favoring diversified allocations and a general 60% equity / 40% income orientation that is adjusted to each client’s stated risk tolerance. It manages most assets on a limited discretionary basis while separately assisting other clients with direct investments in mutual fund F‑class shares under tri‑party agreements where Seslia advises but does not exercise trading discretion.

With approximately $50 million in assets under management (about $40 million discretionary and $10 million in F‑class mutual fund assets), the firm provides quarterly account reviews and market commentaries and holds a multi‑year management agreement for a 501(c)(4) foundation. Seslia’s profile is atypical among peers because it serves state or municipal clients, routinely offers seminars/workshops, maintains in‑house licensed insurance brokerage capability, and does not concentrate on high‑net‑worth clientele.

Client services

Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Wealth management ESG / Sustainable investing

Fee options

Fixed

$500.00 flat fee for assets up to $50,000

Percentage

$0 - $50,000: Fee of $500.00 (flat fee) $50,001 - $10,000,000: 1.00% $10,000,001+: 0.75%

Other

Account minimum: $50,000 Minimum fee: $500.00 for assets up to $50,000 Fee-only: Investment management fees based on asset size; no commissions charged; fee-only advisory services.

Main office location

DBA Seslia Securities

2107 Crystal Gade #7 A

St. Thomas VI 00802, United States

Number of offices

2

Most active in

District of Columbia · Maryland · Virgin Islands

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Justin M

Series 63, Series 65

Takoma Park, MD

DBA Seslia Securities

Justin Moorhead is a financial advisor with Seslia Securities in Takoma Park, MD, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked with Seslia Securities and related entities since 1990. Moorhead is also a licensed Insurance Producer with the Office of Banking, Insurance and Financial Regulation in the U.S. Virgin Islands. Seslia Securities provides investment management services to individuals and institutional clients, including nonprofits and educational institutions. The firm typically manages diversified portfolios using index funds, ETFs, and mutual funds, aligning asset allocations with clients’ objectives and risk tolerance.

Wealth management ESG / Sustainable investing
user avatar

Marcia M

Series 63, Series 65

St. Thomas, VI

DBA Seslia Securities

Marcia Moore is a financial advisor at Seslia Securities with 21 years of industry experience. She holds Series 63 and Series 65 designations and has been with Seslia Securities since 1995. The firm provides investment management services to individuals and institutional clients, including educational institutions, endowments, nonprofit organizations, trust accounts, and corporations. Seslia Securities typically implements diversified portfolios with a focus on index funds, ETFs, and mutual funds, maintaining a balanced equity and income allocation tailored to client objectives and risk tolerance.

Wealth management ESG / Sustainable investing
user avatar

Joseph M

Series 63, Series 65

St. Thomas, VI

DBA Seslia Securities

Joseph Moorhead is a financial advisor with Seslia Securities in St. Thomas, VI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Seslia Securities since 1992. Seslia Securities provides investment management services to individuals and institutional clients, including educational institutions, endowments, nonprofit organizations, trust accounts, and corporations. The firm typically implements diversified portfolios using index funds, ETFs, and mutual funds, with a focus on a balanced equity and income mix tailored to client objectives and risk tolerance.

Wealth management ESG / Sustainable investing
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