Samir
Ahmed

Facet

CRD#6256818
Investment Advisor
in Riverview, FL

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About this Advisor

Samir Ahmed is a certified financial planner and chartered financial consultant working in Riverview, Florida, with 2 years of industry experience. Ahmed is currently employed by Facet. Over the course of their career, they have held roles at Florida State University, Usaa Financial Planning Services Inc, Usaa, Movement Mortgage, Jpmorgan Chase, Usaa Financial Advisors Inc, Us Army National Guard, Usaa Investment Management Company, Charles Schwab & Co., Inc, Usaa Financial Planning Services, Schwab, Facet Wealth and Facet Wealth, Inc. Ahmed maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in Florida and Texas. Facet is a firm that has its headquarters in Baltimore, MD. It controls $2 billion in assets among its 18,571 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. Of its 18,571 client accounts, just 7% are held by high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm has a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial management fees usually vary depending on the services offered. Fee types billed by Facet typically consist of fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Fixed Fees

Office Location

Riverview, FL

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Facet Brokerage Details

Total Assets Under Management

$1,654,740,781

FL Average: $6,889,882,315
Total Number of Employees

275

FL Average: 45
Total Number of Accounts

18,571

FL Average: 765
Average Account Size

$89,103

FL Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Samir Ahmed Work History

Samir has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Facet Wealth

2021 - Present (3 years)

Facet Wealth, Inc

2020 - Present (4 years)

Charles Schwab & Co., Inc

2011 - Present (13 years)

Florida State University

2020 - 2021 (1 year)

Schwab

2018 - 2020 (2 years)

Usaa Investment Management Company

2017 - 2020 (3 years)

Usaa Financial Advisors Inc

2017 - 2020 (3 years)

Usaa

2017 - 2020 (3 years)

Usaa Financial Planning Services

2016 - 2017 (1 year)

Us Army National Guard

2014 - 2017 (3 years)

Jpmorgan Chase

2013 - 2013 (< 1 year)

Usaa Financial Planning Services Inc

2013 - 2013 (< 1 year)

Usaa

2012 - 2013 (1 year)

Movement Mortgage

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Samir Ahmed to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Facet

Madeline Mcivor
Baltimore, MD
Patrick Daniels
Baltimore, MD
Brian Turner
Enterprise, UT
Gianna Viele
Baltimore, MD
Brian Wagnon
Baltimore, MD
Sabrina Lee
Baltimore, MD
Carlos Ruiz
Baltimore, MD
Matthew Mccoy
Rock Hill, SC

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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