Ehsan S Bassam
Investment adviser representative at Bassam Wealth Management, LLC
15 yearsExperience
2 statesRegistered in
$241MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Bassam Wealth Management, LLCMay 2024 to now
- Bank of America, N.A.Dec 2011 to May 2024
- Merrill Lynch Pierce, Fenner & Smith IncorporatedAug 2011 to May 2024
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Bassam Wealth Management, LLC
$241MAssets managed
24Clients
1Advisers
2 yearsIn 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
- 5406672
- Firm CRD
- 330695