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Audra Seymour Shammai

Investment adviser representative at Crossmark Global Investments, Inc.
10 yearsExperience
1 stateRegistered in
$9BFirm assets
44 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

10 years in the industry.

  1. Crossmark Global Investments, Inc.Mar 2020 to now
  2. Vivaldi Music AcademyAug 2018 to Mar 2020
  3. The Center for EntMay 2018 to Jun 2018
  4. Points 2 MarketingJun 2017 to Jul 2018
  5. Chuy'sApr 2016 to Dec 2017

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 1 state (TX).

Crossmark Global Investments, Inc.

$9BAssets managed
7,902Clients
19Advisers
44 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7783537
Firm CRD
113360
Advisor's SEC record (opens in a new tab)
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