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Samim O. Syed

DIGITAL WEALTH PARTNERS
Evergreen, CO
Some features on this profile are disabled
CRD#: 6727394
SS

Professional summary

Samim Oliveira Syed, who also goes by Sam Syed, Samim Syed, is a registered financial advisor currently at DIGITAL WEALTH PARTNERS located in Evergreen, Colorado.

Samim is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Samim has worked at 4 firms and has passed the Series 63, Series 65, SIE and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

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.
1) NAME OF ACTIVITY INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: SYED FINANCIAL GROUP | POSITION HELD: AGENT / OWNER | ADDRESS: 2679 W MAIN ST, SUITE 250, LITTLETON, CO 80120 | START DATE: 11/16/2023 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 120 | APPROX TRADING HRS PER MTH: 120 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS 2) NAME OF ACTIVITY CAPSLL, INC | INVESTMENT RELATED: NO | DBA NAME: CAPSLL, INC | POSITION HELD: NON-ACTIVE INVESTOR | ADDRESS: 2010 WILMA RUDOLPH RD, AUSTIN, TX 78748 | START DATE: 11/16/2023 | NATURE OF ACTIVITY: PERSONAL INVESTMENT | APPROX HRS PER MTH: 0 | APPROX TRADING HRS PER MTH: 0 | DESCRIPTION OF DUTIES: NO DUTIES 3) NAME OF ACTIVITY EVCHARGEME | INVESTMENT RELATED: NO | DBA NAME: EVCHARGEME | POSITION HELD: CEO | ADDRESS: 716 DREAMCATCHER LN, EVERGREEN, CO 80439 | START DATE: 11/16/2023 | NATURE OF ACTIVITY: GREENTECH | APPROX HRS PER MTH: 20 | APPROX TRADING HRS PER MTH: 0 | DESCRIPTION OF DUTIES: ADMINISTRATIVE

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samim Oliveira Syed's CRS (Customer Relationship Summary).
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

October 6, 2025 - Present

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

BD
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

BD
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".
DW
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.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Colorado
(10/6/2025)

Exams

State Security Law Exam
RR
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
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 2/13/2018
Investment Company Products/Variable Contracts Representative Examination

Current Firm

DW
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
10

SEC notice filing (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts1,398
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.

Company Information

DIGITAL WEALTH PARTNERS

CRD#: 328627Evergreen, CO

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