Andrew Taylor Majd
Investment adviser representative at Dew Wealth Management
16 yearsExperience
2 statesRegistered in
$464.7MFirm assets
10 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Dew Wealth ManagementNov 2020 to now
- Nicks MenswearNov 2019 to Mar 2020
- Optima Capital ManagementAug 2019 to Nov 2020
- Bank of America,merrill LynchMay 2019 to Oct 2019
- Sawdust Festival of the ArtsMay 2018 to Aug 2018
- Ec PowerFeb 2018 to Apr 2018
- StudentJan 2010 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Dew Wealth Management
Legal name: Dew Wealth Management, LLC
$464.7MAssets managed
246Clients
24Advisers
10 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
- 7124700
- Firm CRD
- 114148