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Michael Zislis

Trust Asset Management LLC

Houston, TX

CRD 4185215

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Employer firm

Trust Asset Management LLC CRD 147379

$3.21B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Trust Asset Management Llc

1900 St James Place Suite 300, Houston, TX 77056 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2014-07-14
  • TX RA
    APPROVED_RES
    Since 2014-07-14

Branch Locations

1900 St James Place Suite 300, Houston, TX 77056 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Trust Asset Management Llc Houston TX 02/2011 Present
Other Businesses

NORTHSTAR MEMORIAL GROUP LLC 1900 ST JAMES PLACE SUITE 300 HOUSTON, TEXAS 77056 NON-INVESTMENT RELATED, CIO, 2/1/11

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-07-23
S63 Uniform Securities Agent State Law Examination 2006-02-06
  • S65 Uniform Investment Adviser Law Examination
    2014-07-23
  • S63 Uniform Securities Agent State Law Examination
    2006-02-06

View on SEC IAPD

Nearby Firms

BRIDGE CAPITAL ADVISORS
TSA WEALTH MANAGEMENT
PEREA CAPITAL

Nearby Investors

John Charles Robinson
CRYSTAL ALLISON MCKEON
AUSTIN GENTRY MARRS

Nearby Offices

BRIDGE CAPITAL ADVISORS · HOUSTON, TX
TSA WEALTH MANAGEMENT · HOUSTON, TX
PEREA CAPITAL · HOUSTON, TX

More in Houston, TX

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