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AG

Ahlam E. Grover

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CRD#: 4759999
AG

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Ahlam Elayan Grover, CFP®, who also goes by Ahlam Mohammad Elayan, Ahlam Elayan Grover, was a registered financial professional .

Ahlam is a previously registered financial professional and started their career in finance in 2004. Ahlam had worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Ahlam Mohammad Elayan | Ahlam Elayan Grover

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.
1.NAME: RENTAL PROPERTY: ADDRESS ST. FRANCIS, WI 53235; NATURE: JOINT OWNER; START DATE 4/2009 2.NAME: CAMPBELL WEALTH MANAGEMENT: ADDRESS: 330 JOHN CARLYLE ST., SUITE 400, ALEXANDRIA, VA 22314: POSITION: WEALTH ADVISOR; DUTIES: FINANCIAL PLANNING, INSURANCE AND INVESTMENT MANAGEMENT: HOURS: 40: START DATE 02/2023 3.NAME: MADISON AVENUE SECURITIES: ADDRESS: 330 JOHN CARLYLE ST., SUITE 400, ALEXANDRIA, VA 22314: POSITION: REGISTERED REP; DUTIES: INVESTMENT MANAGEMENT: HOURS: 40: START DATE 02/2023

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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®

Experience


Past

March 3, 2023 - March 28, 2025

CAMPBELL WEALTH MANAGEMENT, INC.

RIA
CRD#: 152956
ALEXANDRIA, VA
Past

February 16, 2023 - May 2, 2023

MADISON AVENUE SECURITIES, LLC

BD
CRD#: 23224
Alexandria, VA
Past

September 18, 2017 - March 2, 2023

MORGAN STANLEY

RIA
CRD#: 149777
Mclean, VA
Past

August 23, 2017 - March 2, 2023

MORGAN STANLEY

BD
CRD#: 149777
Mclean, VA
Past

April 11, 2005 - October 31, 2006

ALLSPRING FUNDS DISTRIBUTOR, LLC

BD
CRD#: 133366
MENOMONEE FALLS, WI
Past

December 8, 2004 - April 11, 2005

STRONG INVESTMENTS, INC.

BD
CRD#: 15658
MENOMONEE FALLS, WI

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 9/18/2017
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


CW
CAMPBELL WEALTH MANAGEMENT, INC.
CAMPBELL WEALTH MANAGEMENT, INC.

CRD#: 152956 / SEC#: 801-71121

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Contact information


Main Address
330 John Carlyle Street Suite 400, Alexandria, VA 22314
Mailing Address
Phone number
(703) 535-5300
Established
Firm type
Fiscal year end
# of Employees
31

Documents


Latest Form ADV

Part 2 Brochures

CAMPBELL WEALTH MANAGEMENT PART 2A (4/24/2024)

Regulatory assets under management


Total Number of Accounts1,921
AUM (Assets Under Management)$ 1,004,912,030

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


CAMPBELL WEALTH MANAGEMENT, INC.

CRD#: 152956

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