Unclaimed Profile

Joseph Ghammashi

ACCOLADE INVESTMENT ADVISORY, LLC·COLUMBUS, Ohio

Series 2, Series 65Clean record12 years registeredACCOLADE INVESTMENT ADVISORY, LLC

8700 ORION PLACE, COLUMBUS, OH 43240-2078CRD# 1628396Firm CRD# 145635

Profile Verification

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

Identity

Joseph Ghammashi · COLUMBUS, OH

Registration

CRD #1628396 · ACCOLADE INVESTMENT ADVISORY, LLC · 12 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ACCOLADE INVESTMENT ADVISORY, LLC

ACCOLADE ASSET/LIABILITY ADVISORY SERVICES

Feb 2014 – Jan 2019

COLUMBUS, OH

Registrations & Exams

FINRA examinations passed

Series 2

Series 65

Registration record

First registered · February 25, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ACCOLADE INVESTMENT ADVISORY, LLC

CRD 145635 · SEC 801-68695

AUM

$1.4B

Regulatory assets under management

Employees

41 client accounts

Services offered by ACCOLADE INVESTMENT ADVISORY, LLC

Per Form ADV

Selection of other advisers

View all advisors at ACCOLADE INVESTMENT ADVISORY, LLC →

Introduction

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Frequently Asked Questions

What services does Joseph Ghammashi offer?

Joseph Ghammashi specializes in Wealth Management.

What are Joseph Ghammashi's credentials?

Joseph Ghammashi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joseph Ghammashi located?

Joseph Ghammashi is based in COLUMBUS, Ohio, last registered with ACCOLADE INVESTMENT ADVISORY, LLC.

How does Joseph Ghammashi charge for services?

Joseph Ghammashi's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ACCOLADE INVESTMENT ADVISORY, LLC?

ACCOLADE INVESTMENT ADVISORY, LLC has approximately 6 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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