Iyad Fattoum is a registered investment advisor at Canaan Investment Management, based in Midlothian, VA, with 10 years of industry experience. Iyad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 40 clients with $10M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$10.3M
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Location
Midlothian, VA
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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 →Employment History
Current Registrations
Canaan Investment Management
November 2019 - Present · 6 yrs 6 mos
Previous Registrations
Morgan StanleyBroker
January 2016 - September 2019 · 3 yrs 8 mos
Morgan Stanley
January 2016 - September 2019 · 3 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2015 - June 2015 · 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2015 - June 2015 · 5 mos
State Registrations1 state
VA
Advisor
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Exams
No exam information available for this advisor.