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Sammy Dale Mcleod

Symphony Financial, Ltd. Co.

Houston, TX

CRD 7763978

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Employer firm

Symphony Financial, Ltd. Co. CRD 171816

$1.35B regulatory AUM 15 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • MULTI FAMILY OFFICE SERVICES

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

Current Employers
Symphony Financial, Ltd. Co.

4295 San Felipe Suite 300, Houston, TX 77027 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-06-09
  • TX RA
    APPROVED_RES
    Since 2023-06-09

Branch Locations

17725 John F Kennedy Blvd. Suite 201, Houston, TX 77032 • 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
Symphony Financial, Ltd. Co. Houston TX 06/2023 Present
United Airlines Chicago IL 02/2004 06/2023
United Airlines Houston TX 02/1998 Present
  • 06/2023 → Present
    Symphony Financial, Ltd. Co.
    Houston, TX
  • 02/2004 → 06/2023
    United Airlines
    Chicago, IL
  • 02/1998 → Present
    United Airlines
    Houston, TX

View on SEC IAPD

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