Allahyar Shokouhi Nejad

Newedge Advisors

26 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement Planning

Newedge Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

515 advisors

Number of Clients

42,946 clients

Average Client Portfolio

$638K average

Assets Under Management

$27.4B

Fee Structure

Financial Planning:Included in AUM fee

Location

858 Camp Street, New Orleans, LA, 70130

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History

Regulatory History (1)

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Criminal

September 1991

Final Disposition

View Full SEC Report How to Read Disclosures

Other Business Activities

Allahyar operates his LPL business under the DBA Accelerated Wealth. This activity is investment-related and takes full-time hours.

Employment History

Current Registrations

Newedge Advisors

July 2023 - Present · 2 yrs 7 mos

Previous Registrations

LPL Financial LLCBroker

July 2023 - February 2024 · 7 mos

Truist Advisory Services, INC.

October 2016 - July 2023 · 6 yrs 9 mos

Suntrust Investment Services, INC.

September 2016 - December 2016 · 3 mos

Truist Investment Services, INC.Broker

September 2016 - July 2023 · 6 yrs 10 mos

Synovus Securities, INC.

January 2011 - September 2016 · 5 yrs 8 mos

Synovus Securities, INC.Broker

March 2004 - September 2016 · 12 yrs 6 mos

Raymond James Financial Services

February 2003 - February 2004 · 1 yr

Raymond James Financial Services, INC.Broker

January 2003 - February 2004 · 1 yr 1 mo

Wachovia Securities, INC.

April 2001 - July 2002 · 1 yr 3 mos

Wachovia Securities, INC.Broker

April 2001 - July 2002 · 1 yr 3 mos

American Express Financial Advisors INC.Broker

February 1998 - January 2001 · 2 yrs 11 mos

Ids Life Insurance CompanyBroker

February 1998 - January 2001 · 2 yrs 11 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.