Fadi Boury

INVESTOR'S ADVANTAGE

Dallas, TX

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CRD#: 2275353

Professional summary

Fadi Boury, who also goes by Fadi Bouri, is a registered financial advisor currently at INVESTOR'S ADVANTAGE located in Dallas, Texas.

Fadi is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Fadi has worked at 3 firms and has passed the Series 63 and Series 2 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Fadi Bouri

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Fadi Boury's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 14, 2022 - Present

INVESTOR'S ADVANTAGE

RIA

CRD#: 315773

Dallas, TX

Past

October 4, 2019 - August 2, 2021

PER STIRLING CAPITAL MANAGEMENT, LLC

RIA

CRD#: 151671

Dallas, TX

Past

December 29, 2006 - January 31, 2020

INVESTOR'S ADVANTAGE, L.L.C.

RIA

CRD#: 106954

AUSTIN, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

INVESTOR'S ADVANTAGE

INVESTOR ADVANTAGE | INVESTORS ADVANTAGE L.L.C. | INVESTOR'S ADVANTAGE L.L.C. | INVESTOR'S ADVANTAGE

CRD#: 315773 / SEC#: 801-122067

RIA

Registered Investment Advisory firm - (8/13/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(3/14/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 8/24/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 2

Date: 8/24/1992

Non-Member General Securities Examination

Current Firm

INVESTOR'S ADVANTAGE

INVESTOR ADVANTAGE | INVESTORS ADVANTAGE L.L.C. | INVESTOR'S ADVANTAGE L.L.C. | INVESTOR'S ADVANTAGE

CRD#: 315773 / SEC#: 801-122067

RIA

Registered Investment Advisory firm - (8/13/2021 Approved)

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Contact information

Main Address

Dallas, TX

Mailing Address

Phone number

(469) 569-2145

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A - FEBRUARY 2024 (2/27/2025)

Regulatory assets under management

Total Number of Accounts	198
AUM (Assets Under Management)	$ 100,144,823

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Fadi Boury

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Fadi Boury's CRS (Customer Relationship Summary).

Certified licenses

Experience

INVESTOR'S ADVANTAGE

PER STIRLING CAPITAL MANAGEMENT, LLC

INVESTOR'S ADVANTAGE, L.L.C.

Primary Firm SEC Registration

INVESTOR'S ADVANTAGE

State Registrations and Notice Filings

Exams

Series 63

Date: 8/24/1992

Series 2

Date: 8/24/1992

Current Firm

INVESTOR'S ADVANTAGE

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INVESTOR'S ADVANTAGE

TRUST BUT VERIFY

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