Samer Hani Salha
Investment adviser representative at Symphony Financial, Ltd. Co.
15 yearsExperience
2 statesRegistered in
$1.4BFirm assets
12 yearsFirm in business
Are you Samer Hani Salha? Claim your profile
Contact this firm
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
- Pension consulting
Experience
15 years in the industry.
- Symphony Financial , Ltd. Co.Feb 2024 to now
- Salha Associates LLCMay 2023 to now
- Mcadam LLCMay 2021 to Feb 2024
- International Trade AdministrationJan 2020 to Dec 2020
- Arab Jordanian Investment BankMay 2018 to Sep 2019
- Temple UniversityAug 2017 to May 2021
- IcomeupApr 2017 to Dec 2017
- Wyomissing Reading Junior / Senior High SchoolAug 2011 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Symphony Financial, Ltd. Co.
$1.4BAssets managed
2,850Clients
46Advisers
12 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
- 7738908
- Firm CRD
- 171816