Aiad F. Abdelshaheed
Professional summary
Aiad F Abdelshaheed, who also goes by Ed Abdelshaheed, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Tampa, Florida and TRUIST INVESTMENT SERVICES, INC. located in Tampa, Florida.
Aiad is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Aiad has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Aiad F Abdelshaheed's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 10, 2016 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 601 West Platt Street Suite Pb, Tampa, FL 33606August 10, 2015 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 601 W Platt St, Tampa, FL 33606Primary Firm SEC Registration
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/8/2015)
(11/10/2016)
(9/8/2015)
Exams
Series 7TO
Date: 12/12/2018
General Securities Representative ExaminationFINRA
Current Firm
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 124,363 |
| AUM (Assets Under Management) | $ 67,736,740,585 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/24/2025 | ||
| 03/28/2024 | ||
| 04/26/2023 |
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.
