Rami K. Odeh
Professional summary
Rami K Odeh, CFP®, who also goes by Rami K Odeh, Rami Odeh, is a registered financial advisor currently at CORDA INVESTMENT MANAGEMENT, LLC located in Austin, Texas.
Rami is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Rami has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Rami K Odeh's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2022
Experience
May 7, 2024 - Present
CORDA INVESTMENT MANAGEMENT, LLC
Office #1: 9600 Great Hills Trail Suite 150w, Austin, TX 78759September 27, 2022 - August 3, 2023
MORGAN STANLEY
September 27, 2022 - August 3, 2023
MORGAN STANLEY
July 29, 2020 - August 5, 2022
FIDELITY PERSONAL AND WORKPLACE ADVISORS
July 27, 2020 - August 4, 2022
FIDELITY BROKERAGE SERVICES LLC
May 18, 2018 - July 14, 2020
CHARLES SCHWAB & CO., INC.
April 20, 2017 - July 14, 2020
CHARLES SCHWAB & CO., INC.
Primary Firm SEC Registration
CORDA INVESTMENT MANAGEMENT, LLC
CRD#: 108046 / SEC#: 801-57097
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/7/2024)
Exams
Current Firm
CORDA INVESTMENT MANAGEMENT, LLC
CRD#: 108046 / SEC#: 801-57097
Contact information
SEC notice filing (33 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,966 |
| AUM (Assets Under Management) | $ 1,726,638,629 |
Red Flags
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