Mohamed
Attia

Pruco Securities, LLC

CRD#6170352
Investment Advisor
in Syracuse, NY

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Mohamed Attia is a financial advisor based in Syracuse, New York, working with Pruco Securities, LLC. Mohamed has previously held positions at Prudential Insurance Company Of America and Pruco Securities, LLC. Mohamed has passed the Series 63 regulatory exam and is registered to provide services in New York and Texas. Currently, Mohamed is part of Pruco Securities, LLC, which operates out of Syracuse, New York. The firm has 41 offices and 2,700 employees. The firm manages assets totaling $16.4 billion and serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Pruco Securities, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

5789 Widewaters Parkway 1F
Syracuse, NY 13214

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Pruco Securities, LLC Brokerage Details

Total Assets Under Management

$16,378,802,331

NY Average: $10,121,009,343
Total Number of Employees

2,700

NY Average: 92
Total Number of Accounts

113,575

NY Average: 6,978
Average Account Size

$144,211

NY Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Mohamed Attia Work History

2013 - Present (11 years)

Prudential Insurance Company Of America

2013 - Present (11 years)

Pruco Securities, LLC

Disclosures

Please visit the SEC profile of Mohamed Attia 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 Prudential Financial Planning Services

Amna Altaf
Camarillo, CA
John Morrison
Franklin, TN
Austin Kneifl
Omaha, NE
David Lizarraga-Ponce
San Diego, CA
Benjamin White
Wilmington, DE
Jacob Taylor
Sarasota, FL
Jason Jackson
Columbus, OH
Jacob Logan
Charlotte, NC

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started