MS
MS

Mohamed Shoukr

26 Years of Experience
Bethesda, MD
Broker

Mohamed Shoukr is a registered investment advisor at Wells Fargo Advisors, based in Bethesda, MD, with 26 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

7200 Wisconsin Ave, Ste 903, Bethesda, MD, 20814

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Mohamed has 100% ownership of Strlink, LLC since 2018, which is not investment related. He dedicates minimal time to this activity, offering advice as needed.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
November 2025 - Present · 6 mos
Wells Fargo Advisors
November 2025 - Present · 6 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
January 2008 - November 2025 · 17 yrs 10 mos
Wells Fargo Advisors
January 2008 - November 2025 · 17 yrs 10 mos
A. G. Edwards & Sons, INC.
October 2001 - January 2008 · 6 yrs 3 mos
A. G. Edwards & Sons, INC.Broker
February 2001 - January 2008 · 6 yrs 11 mos
Ascend Financial Services, INC.Broker
August 1999 - December 2000 · 1 yr 4 mos
State Registrations12 states
CADCDEFLHIMAMDMENCSCVAWA
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.