Rami
Odeh
Corda Investment Management, LLC
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About this Advisor
Rami Odeh is a financial advisor based in Austin, Texas, working with Corda Investment Management, LLC. Rami has previously held positions at Charles Schwab & Co., Inc, Sinclair Community College, American Modern Insurance Group, Deloitte & Touche, Charles Schwab Bank, Fidelity Brokerage Services LLC, Morgan Stanley, and Corda Investment Management. Rami has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Rami is part of Corda Investment Management, LLC, which operates out of Austin, Texas. The firm has 6 offices and 27 employees. The firm manages assets totaling $1.6 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Corda Investment Management, LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Corda Investment Management, LLC Brokerage Details
$1,562,573,916
27
2,953
$529,148
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Rami Odeh Work History
Corda Investment Management
Morgan Stanley
Fidelity Brokerage Services LLC
Charles Schwab Bank
Charles Schwab & Co., Inc
Sincalir Community College
American Modern Insurance Group
Deloitte & Touche
Disclosures
Please visit the SEC profile of Rami Odeh 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 Corda Investment Management, LLC
Houston, TX
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Houston, TX
Austin, TX
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