ES
CFP
ES
CFP

Ehab Selim

20 Years of Experience
Reston, VA
Sells Insurance

Ehab Selim is a CFP-designated registered investment advisor at Investology INC., based in Reston, VA, with 20 years of industry experience. Ehab operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 425 clients with $200M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
425 clients
Average Client Portfolio
$471K average
Assets Under Management
$200.0M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.65%
$500K - $1.0M1.45%
$1M+1.25%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1939 Roland Clarke Place Suite 350, Reston, VA, 20191

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Ehab is an insurance agent with Synergy Consulting since 2011, offering various insurance and annuity products. This activity requires minimal time.

Employment History
Current Registrations
Investology INC.
July 2017 - Present · 8 yrs 10 mos
Previous Registrations
Lincoln Financial Advisors CorporationBroker
April 2014 - July 2017 · 3 yrs 3 mos
Lincoln Financial Advisors Corporation
April 2014 - July 2017 · 3 yrs 3 mos
New England Securities Corporation
March 2010 - April 2014 · 4 yrs 1 mo
New England SecuritiesBroker
December 2009 - April 2014 · 4 yrs 4 mos
Wachovia Securities Financial Network, LLC
March 2007 - January 2009 · 1 yr 10 mos
Wachovia Securities Financial Network, LLCBroker
March 2007 - January 2009 · 1 yr 10 mos
Wachovia Securities, LLC
November 2005 - March 2007 · 1 yr 4 mos
Wachovia Securities, LLCBroker
November 2005 - March 2007 · 1 yr 4 mos
Morgan Stanley
June 2004 - August 2005 · 1 yr 2 mos
Morgan Stanley Dw INC.Broker
May 2004 - August 2005 · 1 yr 3 mos
State Registrations5 states
FLMDNYTXVA
Advisor

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.
Ehab Selim - Financial Advisor | TrueAdvisor