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Sherif Awad

Raymond James Financial Services Advisors, INC
28 Years of Experience
Federal Way, WA
Broker
View SEC Summary
View SEC Summary

Sherif Awad is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Federal Way, WA, with 28 years of industry experience. Sherif is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

33600 6th Avenue South, Suite 230, Federal Way, WA, 98003

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Sherif is the owner of Awad & Associates Inc, an entity used for payroll and tax purposes only. He spends minimal time on this activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2009 - Present · 17 yrs 7 mos
Raymond James Financial Services, INC.Broker
March 2009 - Present · 17 yrs 7 mos
Previous Registrations
Citigroup Global Markets INC.
May 1998 - April 2009 · 10 yrs 11 mos
Citigroup Global Markets INC.Broker
January 1998 - April 2009 · 11 yrs 3 mos
State Registrations30 states
ALAZCACOFLGAHIIDKYMDMIMNMOMSMTNCNENMNVOHORPASCSDTNTXUTVAWAWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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