Amir Aquino Abdelwahed

CFP

&partners

30 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net WorthBusiness Owners

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Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

435 advisors

Number of Clients

32,200 clients

Average Client Portfolio

$439K average

Assets Under Management

$14.1B

Fee Structure

Location

40 Burton Hills Blvd., Suite 350, Nashville, TN, 37215

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History

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.

Employment History

Current Registrations

&partnersBroker

June 2024 - Present · 1 yr 8 mos

&partners

June 2024 - Present · 1 yr 8 mos

Previous Registrations

Wells Fargo Advisors

October 2006 - June 2024 · 17 yrs 8 mos

Wells Fargo Clearing Services, LLCBroker

July 2003 - June 2024 · 20 yrs 11 mos

Prudential Securities IncorporatedBroker

November 1998 - July 2003 · 4 yrs 8 mos

R.J. Steichen & CompanyBroker

August 1995 - December 1998 · 3 yrs 4 mos

State Registrations28 states

ARAZCACOFLGAIAILMAMIMNMONCNDNENJNMNYOHOKORSCTNTXUTVAWAWI

AdvisorBrokerBoth

Exams

No exam information available for this advisor.