Sami N. Shbeeb

TERRAFORM WEALTH

Houston, TX 77042

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CRD#: 7709641

Professional summary

Sami Nayef Shbeeb is a registered financial advisor currently at TERRAFORM WEALTH, LLC located in Houston, Texas.

Sami is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Sami has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

I am a licensed Texas real estate agent. Real Estate Agent at Meridian Real Estate; Investment related: No; Location: 9100 Southwest Freeway, Suite 111 Houston TX 77074; Start date: 2023-01-01; Description: Residential and commercial real estate agent; Responsibilities Duties: Real estate transactions; 3 Hours per month during trading hours; 3 Hours per month outside trading hours; I am also the owner of various small business entities.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sami Nayef Shbeeb'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

April 7, 2023 - Present

TERRAFORM WEALTH, LLC

Office #1: 11200 Westheimer Rd Ste 415, Houston, TX 77042

RIA

CRD#: 325530

Houston, TX

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".

TERRAFORM WEALTH, LLC

TERRAFORM WEALTH LLC. | TERRAFORM WEALTH, LLC. | TERRAFORM WEALTH, LLC

CRD#: 325530 / SEC#: 801-127626

RIA

Registered Investment Advisory firm - (4/7/2023 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

Texas
(4/7/2023)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/8/2022

Uniform Investment Adviser Law Examination

Current Firm

TERRAFORM WEALTH, LLC

TERRAFORM WEALTH LLC. | TERRAFORM WEALTH, LLC. | TERRAFORM WEALTH, LLC

CRD#: 325530 / SEC#: 801-127626

RIA

Registered Investment Advisory firm - (4/7/2023 Approved)

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Contact information

Main Address

11200 Westheimer Rd Ste 415, Houston, TX 77042

Mailing Address

Phone number

(713) 784-4848

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A- TERRAFORM WEALTH LLC (3/7/2025)

Regulatory assets under management

Total Number of Accounts	5
AUM (Assets Under Management)	$ 182,215,007

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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Sami N. Shbeeb

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sami Nayef Shbeeb's CRS (Customer Relationship Summary).

Certified licenses

Experience

TERRAFORM WEALTH, LLC

Primary Firm SEC Registration

TERRAFORM WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/8/2022

Current Firm

TERRAFORM WEALTH, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TERRAFORM WEALTH, LLC

TRUST BUT VERIFY

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