Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
165 advisors
Number of Clients
9,142 clients
Average Client Portfolio
$658K average
Assets Under Management
$6.0B

Fee Structure

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Location

1065 Andrew Drive, West Chester, PA, 19380

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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.

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Other Business Activities

Ayad owns personal real estate investment properties since 2003 and volunteers as a board member for Victory House, a non-profit organization. He also serves as a VP, Senior Wealth Advisor for Wealthcare Advisory Partners, LLC and Wealthcare Capital Management, LLC, dedicating about 10% of his time to the latter.

Employment History
Current Registrations
Wealthcare Advisory Partners LLC
December 2021 - Present · 4 yrs 2 mos
Wealthcare Capital Management LLC
December 2021 - Present · 4 yrs 2 mos
Previous Registrations
Advice and Planning Services
October 2015 - November 2021 · 6 yrs 1 mo
Tiaa-Cref Individual & Institutional Services, LLCBroker
October 2015 - November 2021 · 6 yrs 1 mo
Scottrade, INC.Broker
March 2014 - September 2015 · 1 yr 6 mos
Vanguard Marketing CorporationBroker
September 2012 - February 2014 · 1 yr 5 mos
Adp Broker-Dealer, INC.Broker
April 2012 - September 2012 · 5 mos
Legend Trading, LLCBroker
April 2011 - October 2012 · 1 yr 6 mos
Ryan Beck & CO.
April 2005 - August 2005 · 4 mos
Ryan Beck & CO.Broker
April 2002 - August 2005 · 3 yrs 4 mos
Gruntal & CO., L.L.C.Broker
November 2000 - April 2002 · 1 yr 5 mos
Signator Investors, INC.Broker
May 2000 - December 2000 · 7 mos
Signator Investors, INC.Broker
September 1997 - May 2000 · 2 yrs 8 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.
Ayad Amary - Financial Advisor | TrueAdvisor