Amad Owidi
Amad Owidi is a registered investment advisor at Raymond James & Associates, INC., based in Houston, TX, with 19 years of industry experience. Amad is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.
Fee Estimator
Location
5847 San Felipe Street, Ste 3900, Houston, TX, 77057
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2026Customer Dispute
December 2018Other Business Activities
Amad is the executor for his brother's estate, which is investment-related. This requires minimal time.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Morgan StanleyBroker
Morgan Stanley
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations6 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.
Exams
More Advisors
- Scott AshmoreRaymond James & Associates, INC.
- Angelo CiardellaRaymond James & Associates, INC.
- Scott Carr, CFPRaymond James & Associates, INC.
- Jamie ForgyRaymond James & Associates, INC.
- Sean FitzpatrickRaymond James & Associates, INC.
- Maria HendershottRaymond James & Associates, INC.