Andrew Majd (CRD# 7124700) is an Investment Advisor Representative working at Dew Wealth Management in Scottsdale, AZ and has over 3 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Dew Wealth Management | Scottsdale, AZ | Nov 2020 - Current | 3 |
Optima Capital Management | Tempe, AZ | Aug 2019 - Nov 2020 | 1 |
Optima Capital Management | Tempe, AZ | Nov 2019 - Aug 2020 | < 1 |
Student | Tempe, CA | Jan 2010 - May 2020 | 10 |
Nicks Menswear | Scottsdale, AZ | Nov 2019 - Mar 2020 | < 1 |
Bank Of America,merrill Lynch | Scottsdale, AZ | May 2019 - Oct 2019 | < 1 |
Sawdust Festival Of The Arts | Laguna Beach, CA | May 2018 - Aug 2018 | < 1 |
Ec Power | Scotsdale, AZ | Feb 2018 - Apr 2018 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Aug 2020 |
- AZ
- TX
-
Total Assets Under Management294MILLIONS
-
Total Number of Accounts511ACCOUNTS
-
Average Account Value$575,089
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
AZ, CA, CO, FL, GA, IA, IL, IN, MD, MI, MO, NC, NE, NH, NJ, NV, NY, OH, PA, TX, UT, WA
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