Sami Nayef Shbeeb
Investment adviser representative at Terraform Wealth, LLC
20 yearsExperience
1 stateRegistered in
$207.5MFirm assets
3 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.
- Portfolio management
Experience
20 years in the industry.
- Terraform Wealth, LLCJan 2023 to now
- Flowers By NinoNov 2006 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (TX).
Terraform Wealth, LLC
$207.5MAssets managed
10Clients
2Advisers
3 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
- 7709641
- Firm CRD
- 325530