linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Ali El sayed

Bedrock Investment Advisors

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Ali? Claim Your Profile

About Ali El sayed

Ali El sayed is a financial advisor registered with the state of Florida. Ali El sayed is a Certified Financial Planner, and has been in the industry for several years. Ali El sayed is currently employed by Bedrock Investment Advisors and has been with this firm since 2023. Ali El sayed has previously been registered with other firms including Morgan Stanley and Bankers Life Securities, Inc.. Ali El sayed is currently licensed to provide investment advice in Florida. Ali El sayed has experience providing investment advice for individuals and helping them with financial planning.

Firm Information

Ali El sayed is currently registered with Bedrock Investment Advisors. Bedrock Investment Advisors is an investment advisory firm based in the United States. The firm provides financial planning and portfolio management services to individuals and high-net-worth individuals. They manage approximately $49.8 million in assets for 224 clients.

$49.77M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Ali El sayed’s Registration & Firm History

AZ

10/16/2023 - Present

Bedrock Investment Advisors (SCOTTSDALE AZ)

FL

10/05/2022 - 08/10/2023

BANKERS LIFE SECURITIES, INC. (Clearwater FL)

FL

08/06/2019 - 10/14/2022

MORGAN STANLEY (Tampa FL)

Not sure if Ali El sayed is right for you?

Licenses & Designations

BOTH

Issued 08/30/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/06/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/29/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ali El sayed.
Not sure if Ali El sayed is right for you?