AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
Hussien Samuel Fawaz

Hussien S. Fawaz

YDREAM FINANCIAL SERVICES
CANTON, MI
Some features on this profile are disabled
CRD#: 4708300
Hussien Samuel Fawaz
Hussien Samuel FawazYDREAM FINANCIAL SERVICES

Professional summary


Hussien Samuel Fawaz, CFP®, who also goes by Hussien Fawaz, Sam Fawaz, Samuel Hussien Fawaz, Samuel Fawaz, is a registered financial advisor currently at YDREAM FINANCIAL SERVICES, INC. located in Canton, Michigan.

Hussien is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Hussien has worked at 2 firms and has passed the Series 63 and Series 7 exams.

At a Glance


Always Fiduciary

Services Offered


Tax Planning
Investment Planning
Retirement Planning
Employee and Employer Plan Benefits
Comprehensive Financial Planning
Insurance Planning

Specializations


Business Owners
College/Education Planning
Corporate Executives
Divorce Planning
Investment Advice with Ongoing Management
Tax Planning

Biography


Our services are rendered by a highly-experienced Certified Financial Planner practitioner in a timely, responsive and professional manner with the highest regard for your privacy. Your planner works with you and your other advisors as a team to ensure a coordinated and well-informed plan. Our fees are quoted up front in writing and only begin after we have received your written authorization. You'll know exactly what and when we will deliver before we begin any work.

Aliases


Hussien Fawaz | Sam Fawaz | Samuel Hussien Fawaz | Samuel Fawaz

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 Hussien Samuel Fawaz'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®
CFP®

Start date: 2001

Experience


Current

June 27, 2008 - Present

YDREAM FINANCIAL SERVICES, INC.

RIA
CRD#: 128995
CANTON, MI
Past

June 17, 2004 - August 3, 2007

HAAS FINANCIAL PRODUCTS, INC.

BD
CRD#: 24181
SOUTHFIELD, MI

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".
YF
YDREAM FINANCIAL SERVICES, INC.
Y.D. FINANCIAL SERVICES | YDREAMS FINANCIAL SERVICES, INC. | YDREAM FINANCIAL SERVICES, INC. | YDFS, INC. | Y.D. FINANCIAL SOLUTIONS

CRD#: 128995 / SEC#: 801-134115

RIA
Registered Investment Advisory firm - (8/26/2025 Approved)
Michigan
Registered Investment Advisory firm - (5/21/2009 Approved)
Tennessee
Registered Investment Advisory firm - (6/27/2008 Approved)
Texas
Registered Investment Advisory firm - (2/2/2020 Conditional Restricted)

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
Michigan
(12/22/2010)
IAR
Tennessee
(6/27/2008)
IAR
Texas
(2/5/2020)

Exams


State Security Law Exam
RR
Series 63
Date: 6/29/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


YF
YDREAM FINANCIAL SERVICES, INC.
Y.D. FINANCIAL SERVICES | YDREAMS FINANCIAL SERVICES, INC. | YDREAM FINANCIAL SERVICES, INC. | YDFS, INC. | Y.D. FINANCIAL SOLUTIONS

CRD#: 128995 / SEC#: 801-134115

RIA
Registered Investment Advisory firm - (8/26/2025 Approved)
Michigan
Registered Investment Advisory firm - (5/21/2009 Approved)
Tennessee
Registered Investment Advisory firm - (6/27/2008 Approved)
Texas
Registered Investment Advisory firm - (2/2/2020 Conditional Restricted)
Loading...

Contact information


Main Address
Canton, MI
Mailing Address
Phone number
(734) 447-5305
Established
Firm type
Fiscal year end
# of Employees
1

SEC notice filing (3 States and Territories)


Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2B (3/31/2025)

Regulatory assets under management


Total Number of Accounts557
AUM (Assets Under Management)$ 117,432,073

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.

Company Information


YDREAM FINANCIAL SERVICES, INC.

CRD#: 128995Canton, MI

TRUST BUT VERIFY

Monitor Hussien Fawaz

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Guy David Peel
Guy PeelAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
HELENA, MT
Mark Brown
Mark BrownAdvisorCheck Check Mark
AUSDAL FINANCIAL PARTNERS, INC.
IAR
RR
ESTERO, FL
Jeffrey Paul Meotti
Jeffrey MeottiAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
MADISON, CT
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.