Ziad S. Wehbe
Professional summary
Ziad S Wehbe, who also goes by Ziad Wehbe, is a registered financial advisor currently at BALFOUR CAPITAL MANAGEMENT located in Rochester, New York.
Ziad is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Ziad has worked at 4 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Ziad S Wehbe's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 4, 2021 - Present
BALFOUR CAPITAL MANAGEMENT
December 5, 2012 - December 31, 2017
OSAIC WEALTH, INC.
November 30, 2012 - December 31, 2017
OSAIC WEALTH, INC.
September 15, 2011 - December 19, 2012
PRINCIPAL SECURITIES, INC.
August 29, 2011 - December 19, 2012
PRINCIPAL SECURITIES, INC.
August 26, 2010 - September 12, 2011
MORGAN STANLEY
May 5, 2010 - September 12, 2011
MORGAN STANLEY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/4/2021)
Exams
Current Firm
BALFOUR CAPITAL MANAGEMENT
CRD#: 285590 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 29 |
| AUM (Assets Under Management) | $ 6,081,744 |
Red Flags
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