Aaron Saoud, financial advisor Tampa FL

Aaron Saoud

CRD Number: 7112110
Current Firm: Fortis Capital Advisors, LLC

Aaron Saoud (CRD# 7112110) is an Investment Advisor Representative working at Fortis Capital Advisors, LLC in Tampa, FL and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Fortis Capital Advisors, LLC Reno, NV Dec 2023 - Current < 1
Saoud Financial Troy, MI Jan 2019 - Current 5
Aws Law Firm, LLC St. Petersburg, FL Apr 2018 - Current 6
Saoud Retirement, LLC St. Petersburg, FL Feb 2018 - Current 6
Ae Wealth Management, LLC Topeka, KS May 2019 - Dec 2023 4
Bill Saoud Financial, LLC Shelby, MI Jul 2016 - Feb 2018 1
Saoud Law LLC Tampa, FL Jan 2015 - Oct 2017 2
Consuegra Law Firm Tampa, FL Feb 2012 - Apr 2015 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2019
Contact Info for Aaron W. Saoud
Phone Number: (775) 446-4208
Registered State(s):
  • FL
  • MI
By the Numbers
  • Total Assets Under Management
    332
    MILLIONS
  • Total Number of Accounts
    1,024
    ACCOUNTS
  • Average Account Value
    $324,028
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, IL, KS, MA, MD, ME, MI, MO, NC, NH, NJ, NV, NY, OR, PA, SC, TX, VA, VT

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