Mohamed H. Eldawy

VESTECH ASSET MANAGEMENT

Houston, TX 77046

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CRD#: 6489642

Professional summary

Mohamed Hamed Aly 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.

Question & Answer

Are you a "fiduciary"?

Yes

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mohamed Hamed Aly 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®

None

Experience

Current

December 6, 2018 - Present

VESTECH ASSET MANAGEMENT INC.

Office #1: 12 Greenway Plaza Suite 1100, Houston, TX 77046

RIA

CRD#: 285685

Houston, TX

Current

February 9, 2018 - Present

VESTECH SECURITIES, INC.

Office #1: 12 Greenway Plaza Suite 1100, Houston, TX 77046

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

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

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.

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.

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

California
(10/23/2024)

Florida
(7/31/2025)

Louisiana
(12/22/2023)

Michigan
(7/11/2024)

Missouri
(3/12/2024)

New Jersey
(11/14/2023)

New York
(10/26/2023)

Ohio
(5/3/2024)

Texas
(8/15/2018)

IAR

Texas
(12/6/2018)

Virginia
(12/13/2023)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/12/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/27/2015

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

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)

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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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	270
AUM (Assets Under Management)	$ 100,032,281

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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Firm Stability Insights

Mohamed H. Eldawy

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mohamed Hamed Aly Eldawy's CRS (Customer Relationship Summary).

Certified licenses

Experience

VESTECH ASSET MANAGEMENT INC.

VESTECH SECURITIES, INC.

REGAL INVESTMENT ADVISORS LLC

MORGAN STANLEY

MORGAN STANLEY

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

MSI FINANCIAL SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 2/12/2016

SIE

Date: 10/1/2018

Series 7

Date: 8/27/2015

FINRA

Current Firm

VESTECH ASSET MANAGEMENT INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

VESTECH ASSET MANAGEMENT INC.

TRUST BUT VERIFY

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