Samim O. Syed

CRD#: 6727394

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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.

Samim Oliveira Syed, who also goes by Sam Syed, Samim Syed, was a registered financial professional .

Samim is a previously registered financial professional and started their career in finance in 2016. Samim had worked at 4 firms and has passed the Series 63, Series 65, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Sam Syed | Samim Syed

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)

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®

None

Experience

Past

October 6, 2025 - June 5, 2026

DIGITAL WEALTH PARTNERS

RIA

CRD#: 328627

Evergreen, CO

Past

November 20, 2023 - September 25, 2025

HORNOR, TOWNSEND & KENT, LLC

RIA

CRD#: 4031

Littleton, CO

Past

November 20, 2023 - September 25, 2025

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

Littleton, CO

Past

May 15, 2018 - January 18, 2022

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA

CRD#: 2881

DENVER, CO

Past

February 13, 2018 - January 18, 2022

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

DENVER, CO

Past

November 16, 2016 - April 21, 2017

BRITE ADVISORS USA, INC.

RIA

CRD#: 155775

New York, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

DIGITAL WEALTH PARTNERS

DIGITAL WEALTH PARTNERS | DIGITAL WEALTH PARTNERS LLC

CRD#: 328627 / SEC#: 801-129045

RIA

Registered Investment Advisory firm - (11/9/2023 Approved)

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.

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.

Exams

State Security Law Exam

Series 63

Date: 4/14/2018

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 10/18/2016

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 2/13/2018

Investment Company Products/Variable Contracts Representative Examination

Current Firm

DIGITAL WEALTH PARTNERS

DIGITAL WEALTH PARTNERS | DIGITAL WEALTH PARTNERS LLC

CRD#: 328627 / SEC#: 801-129045

RIA

Registered Investment Advisory firm - (11/9/2023 Approved)

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Contact information

Main Address

5910 North Central Expressway Suite 1450, Dallas, TX 75206

Mailing Address

Phone number

(307) 396-0295

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - DIGITAL WEALTH PARTNERS NOVEMBER 2025 (11/11/2025)

Regulatory assets under management

Total Number of Accounts	1,398
AUM (Assets Under Management)	$ 588,961,725

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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Advisor Monitoring

Firm Stability Insights

Samim O. Syed

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

HORNOR, TOWNSEND & KENT, LLC

HORNOR, TOWNSEND & KENT, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BRITE ADVISORS USA, INC.

Primary Firm SEC Registration

DIGITAL WEALTH PARTNERS

State Registrations and Notice Filings

Exams

Series 63

Date: 4/14/2018

Series 65

Date: 10/18/2016

SIE

Date: 10/1/2018

Series 6

Date: 2/13/2018

Current Firm

DIGITAL WEALTH PARTNERS

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DIGITAL WEALTH PARTNERS

TRUST BUT VERIFY

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