AO
AO
Amad Owidi
18 Years of Experience
Houston, TX
1 DisclosureBroker
Amad Owidi is a registered investment advisor at Raymond James & Associates, INC., based in Houston, TX, with 18 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
5847 San Felipe Street, Ste 3900, Houston, TX, 77057
Get directionsHistory
Regulatory History (1)
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Customer Dispute
December 2018Denied
Other 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
February 2026 - Present · 3 mos
Raymond James & Associates, INC.
February 2026 - Present · 3 mos
Previous Registrations
Wells Fargo Advisors
September 2018 - February 2026 · 7 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
September 2018 - February 2026 · 7 yrs 5 mos
Morgan StanleyBroker
August 2010 - September 2018 · 8 yrs 1 mo
Morgan Stanley
August 2010 - September 2018 · 8 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2007 - August 2010 · 2 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2007 - August 2010 · 3 yrs 1 mo
State Registrations5 states
DCFLMTOHTX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.