ME
Mohamed Eldawy
VESTECH ASSET MANAGEMENT
Houston, TX 77046
Some features on this profile are disabled
CRD#: 6489642
ME
Mohamed EldawyVESTECH ASSET MANAGEMENT
Professional summary
Mohamed Eldawy, who also goes by Mohamed Hamed Aly Eldawy, is a registered financial advisor currently at VESTECH ASSET MANAGEMENT INC. located in Houston, Texas and VESTECH SECURITIES, INC. located in Houston, Texas.
Mohamed is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Mohamed has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Aliases
Mohamed Hamed Aly Eldawy
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) Independent insurance agent registered in TX since March 2014, operating from 12 Greenway Plaza suite 1100, Houston, TX 77046, selling life and health, property and casualty general lines insurance products (non-securities related). Approximately 10 hours a month are devoted to the business during trading hours. Duties related to the business include maintaining client relationships and procure applications and insurance policies. 2) Royal Crown Wealth Management, Investment-related, 12 Greenway Plaza suite 1100, Houston, TX 77046, Doing Business As for investment related business, sole member of the LLC, start date of 01/30/2019, 300 hours per month, 180 trading hours per month, doing business as for investment related business. 3) Royal Crown Insurance Agency since July 2020, operating from 12 Greenway Plaza suite 1100, Houston, TX 77046, selling life and health, property and casualty general lines insurance products (non-securities related). Approximately 20 hours a month are devoted to the business during non-trading hours. Duties related to the business include maintaining client relationships and procure applications and insurance policies. 4) Royal Crown Enterprise LLC, Not Investment Related, 3513 Kingstone Drive, Friendswood, TX, 77546, Real estate development and services, Owner and President, 08/2021, 4 hours/month, 0 hours/month trading hours, will act the company's owner and president. 5) Vestech Securities, Inc, Investment Related, 12 Greenway Plaza suite 1100, Houston, TX 77046, Broker Dealer, Financial Representative, 02/2018, 180 hrs, 180 hrs, financial representative helping clients achieve their financial goals. 6) Galveston Seawall Property LLC., Not Investment Related, 9000 Richmond Ave., Houston, TX, 77036, Real Estate Company, consultant, 12/2024, 0 hours/month, 0 hours/month trading hours, will act as a consultant for the business. 7) Sachs Avenue, LLC. Non-invested related. 3513 Kingston Drive, Friendship, TX, 77546. Real estate management. Passive member/Owner. 05/2025. 8/10 hours a month during non-trading hours. Nature of business is to develop and manage real estate. 8) Friendswood French Bakery, LLC. Non-invested related. 4001 FM 528 Road, Suite 105, Friendswood, TX, 77546. Bakery. Partial Owner, LLC Member. 04/2026 start date. 50/60 per month. 0 during trading hours. Investor.
CRS (Client Relationship Summary) - RIA
Click below to view Mohamed Eldawy's 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®
NoneExperience
Current
December 6, 2018 - Present
VESTECH ASSET MANAGEMENT INC.
Office #1: 12 Greenway Plaza Suite 1100, Houston, TX 77046RIA
CRD#: 285685
Houston, TX
Current
February 9, 2018 - Present
VESTECH SECURITIES, INC.
Office #1: 12 Greenway Plaza Suite 1100, Houston, TX 77046BD
CRD#: 41409
Houston, TX
Past
January 25, 2018 - January 26, 2018
REGAL INVESTMENT ADVISORS LLC
RIA
CRD#: 125004
Friendswood, TX
Past
July 26, 2017 - January 19, 2018
MORGAN STANLEY
RIA
CRD#: 149777
HOUSTON, TX
Past
July 26, 2017 - January 19, 2018
MORGAN STANLEY
BD
CRD#: 149777
HOUSTON, TX
Past
March 25, 2017 - July 12, 2017
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
HOUSTON, TX
Past
March 25, 2017 - July 12, 2017
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
HOUSTON, TX
Past
February 24, 2016 - March 25, 2017
MSI FINANCIAL SERVICES, INC.
RIA
CRD#: 14251
HOUSTON, TX
Past
August 27, 2015 - March 25, 2017
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
HOUSTON, TX
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(10/23/2024)
RR
Florida(7/31/2025)
RR
Louisiana(12/22/2023)
RR
Michigan(7/11/2024)
RR
Missouri(3/12/2024)
RR
New Jersey(11/14/2023)
RR
New York(10/26/2023)
RR
Ohio(5/3/2024)
RR
Texas(8/15/2018)
IAR
Texas(12/6/2018)
RR
Virginia(12/13/2023)
Exams
What does exam status mean?
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
VA
VESTECH ASSET MANAGEMENT INC.
MAENDEL WEALTH | VESTECH ASSET MANAGEMENT INC. | ROYAL CROWN WEALTH MANAGEMENT | MEYER FINANCIAL GROUP
CRD#: 285685 / SEC#:
Connecticut
Registered Investment Advisory firm - (8/8/2017 Approved)Illinois
Registered Investment Advisory firm - (6/18/2020 Approved)Kansas
Registered Investment Advisory firm - (6/9/2017 Approved)Michigan
Registered Investment Advisory firm - (12/2/2016 Approved)Missouri
Registered Investment Advisory firm - (6/8/2017 Approved)North Carolina
Registered Investment Advisory firm - (9/21/2017 Approved)Pennsylvania
Registered Investment Advisory firm - (9/21/2018 Approved)Texas
Registered Investment Advisory firm - (12/3/2018 Approved)Loading...
Contact information
Main Address
11477 Olde Cabin Road Suite 310, Saint Louis, MO 63141
Mailing Address
Phone number
(314) 828-2111
Established
Firm type
Fiscal year end
# of Employees
14
Regulatory assets under management
| Total Number of Accounts | 278 |
| AUM (Assets Under Management) | $ 99,676,914 |
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.
