Ramy AwadCRD Number: 2194787
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Ramy Awad (CRD# 2194787) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bellevue, WA and has over 31 years of experience in the finance industry.
Harbour Investments, Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Bellevue, WA||Oct 2016 - Current||6|
|Bank Of America, N.a.||Bellevue, WA||Oct 2016 - Current||6|
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Oct 2016||1|
|Morgan Stanley Smith Barney||Bellevue, WA||Jun 2009 - Oct 2016||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1991|
|S65||NASAA Investment Advisors Law Examination||Sep 1994|
Total Assets Under Management1,093,689MILLIONS
Total Number of Accounts2,864,234ACCOUNTS
Average Account Value$381,844
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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