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Mohamed Eldawy

Vestech Asset Management Inc.

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About Mohamed Eldawy

Mohamed Eldawy is a financial professional with over 8 years of experience in the financial services industry. Mohamed is currently registered with Vestech Asset Management Inc. as an Investment Advisor Representative. Mohamed has held previous positions with Morgan Stanley, MML Investors Services, LLC, and MSI Financial Services, Inc. Mohamed is a Series 66, Series 7 and SIE licensed professional. Mohamed is a registered representative in Louisiana, Michigan, Missouri, New Jersey, New York, Ohio, Texas and Virginia. Mohamed is committed to providing high-quality financial advice and services to clients.

Firm Information

Mohamed Eldawy is currently registered with Vestech Asset Management Inc.. Vestech Asset Management Inc. is an investment advisor registered with the SEC. They provide financial planning and portfolio management services to individuals. They have approximately 82,427,479 in assets under management and serve 303 clients.

$82.43M

Assets Under Management

Not reported

Total Clients

16

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.

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financial planning services

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

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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fixed fees

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

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percentage of assets

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

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Mohamed Eldawy’s Registration & Firm History

MO

12/06/2018 - Present

Vestech Asset Management Inc. (SAINT LOUIS MO)

TX

07/26/2017 - 01/19/2018

MORGAN STANLEY (HOUSTON TX)

TX

03/25/2017 - 07/12/2017

MML INVESTORS SERVICES, LLC (HOUSTON TX)

TX

08/27/2015 - 03/25/2017

MSI FINANCIAL SERVICES, INC. (HOUSTON TX)

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Licenses & Designations

BOTH

Issued 02/12/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/27/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Mohamed Eldawy. Review regulatory record here.
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