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Hussien Samuel Fawaz

Investment adviser representative at Ydream Financial Services, Inc.
23 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$128.1MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

23 years in the industry.

  1. Ydream Financial Services, Inc.Feb 2020 to now
  2. Ydfs, IncFeb 2003 to now

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2004

State registrations

Registered as an investment adviser representative in 3 states (MI, TN, TX).

Ydream Financial Services, Inc.

Legal name: Ydfs, Inc.

$128.1MAssets managed
125Clients
1Advisers
1 yearIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4708300
Firm CRD
128995
Advisor's SEC record (opens in a new tab)
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