Riad Shanawany
Riad Shanawany is a CFP-designated registered investment advisor at J. W. Cole Advisors, INC., based in Ft. Lauderdale, FL, with 26 years of industry experience. Riad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 29,614 clients with $7.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
J.W. Cole Advisors' investment management fees are based on a tiered schedule, meaning the percentage you pay decreases as your portfolio grows. The exact fee can be negotiated and may be a flat rate instead of tiered. The maximum fee is generally 3.00% and the minimum is 0.25%. There is also a program fee charged, which covers services provided by JWCA and the custodian of your account. You'll pay these fees quarterly, regardless of how many trades are made. Some advisors may or may not pay transaction costs.
Location
6750 N. Andrews Ave, Suite 200, Ft. Lauderdale, FL, 33309
Get directionsHistory
Regulatory History (3)
Regulatory
October 2012Customer Dispute
March 2012Employment Separation After Allegations
July 2011Other Business ActivitiesSells Insurance
Riad is involved in fixed insurance sales under Prime Asset Realty and Myriad Capital, as well as real estate sales through Myriad Capital. He also participates in various business activities including real estate management, business networking, roundtable discussions, rental property management, and business coaching.
Employment History
Current Registrations
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
Advest, INC.Broker
Janssen-Meyers Associates, L.P.Broker
Baxter Banks & Smith, LTD.Broker
State Registrations13 states
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.