Mahmoud ElawadiCRD Number: 5319152
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Mahmoud Elawadi (CRD# 5319152) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Orlando, FL and has over 9 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Orlando, FL||Jan 2015 - Current||2|
|Bank Of America, N.a.||Orlando, FL||Jan 2015 - Current||2|
|Morgan Stanley Smith Barney||Orlando, FL||May 2010 - Jan 2015||4|
|Morgan Keegan & Company Inc.||Winter Park, FL||Apr 2008 - May 2010||2|
|Morgan Keegan & Company, Inc.||Bushnell, FL||Feb 2007 - Apr 2008||1|
|Regions Bank||Bushnell, FL||May 2005 - Apr 2008||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2008|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- 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