Faiez Ahmed, financial advisor New York NY

Faiez Ahmed

CRD Number: 6514844
Current Firm: Baker Tilly Wealth Management, LLC

Faiez Ahmed (CRD# 6514844) is an Investment Advisor Representative working at Baker Tilly Wealth Management, LLC in New York, NY and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Baker Tilly Capital, LLC New York, NY Jun 2021 - Current < 1
Baker Tilly Wealth Management, LLC New York, NY Jan 2021 - Current < 1
Baker Tilly Us, LLP New York, NY Jan 2021 - Current < 1
Morgan Stanley New York, NY Apr 2018 - Jan 2021 2
Alliancebernstein New York, NY Dec 2017 - Apr 2018 < 1
Unemployed New York, NY Jun 2017 - Nov 2017 < 1
Cornell University Ithaca, NY Sep 2013 - May 2017 3
The Dwight School New York, NY Jan 2008 - Sep 2013 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2018
Contact Info for Faiez Ahmed
Phone Number: 608-240-2541
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    2,416
    MILLIONS
  • Total Number of Accounts
    1,819
    ACCOUNTS
  • Average Account Value
    $1,327,964
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

CA, CT, FL, IN, LA, MA, MI, MN, NY, OH, PA, TX, VA, WI

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