Unclaimed Profile

Thuong Thien Pham

AEGIS WEALTH MANAGEMENT, LLC·MAITLAND, Florida

SIE, Series 7CFPClean record11 years registeredAEGIS WEALTH MANAGEMENT, LLC

698 N. MAITLAND AVENUE, MAITLAND, FL 32751CRD# 4135539Firm CRD# 199511

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Thuong Thien Pham · MAITLAND, FL

Registration

CRD #4135539 · AEGIS WEALTH MANAGEMENT, LLC · 11 years registered

Brand Profile

Not yet started

Career History

AEGIS WEALTH MANAGEMENT, LLC

Feb 2016 – present

AEGIS FINANCIAL ADVISORS INC

Aug 2014 – Dec 2015

ALTAMONTE SPRINGS, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Registration record

First registered · August 25, 2014

Years registered · 11

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AEGIS WEALTH MANAGEMENT, LLC

CRD 199511 · SEC 801-96327

AUM

$161M

Regulatory assets under management

Employees

477 client accounts

Services offered by AEGIS WEALTH MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at AEGIS WEALTH MANAGEMENT, LLC →

Introduction

Speak with Thuong

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Thuong is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in MAITLAND?

Browse all registered financial advisors in MAITLAND, Florida or claim this profile if it's yours.

Browse MAITLAND Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Thuong Thien Pham offer?

Thuong Thien Pham specializes in Investment Management. Contact their office in MAITLAND, Florida for a consultation.

What are Thuong Thien Pham's credentials?

Thuong Thien Pham holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Thuong Thien Pham located?

Thuong Thien Pham is based in MAITLAND, Florida, working with AEGIS WEALTH MANAGEMENT, LLC. Their office serves clients in the MAITLAND metropolitan area and surrounding communities.

How does Thuong Thien Pham charge for services?

Thuong Thien Pham's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AEGIS WEALTH MANAGEMENT, LLC?

AEGIS WEALTH MANAGEMENT, LLC has approximately 4 employees and manages $161M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →