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Sami Nayef Shbeeb

TERRAFORM WEALTH, LLC·HOUSTON, Texas
Unclaimed Profile
11200 WESTHEIMER RD, HOUSTON, TX 77042CRD# 7709641Firm CRD# 325530
01

About

Sami Nayef Shbeeb is a registered financial advisor based in HOUSTON, Texas, affiliated with TERRAFORM WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
TERRAFORM WEALTH, LLC
TERRAFORM WEALTH, LLC
AUM
$173M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at TERRAFORM WEALTH, LLC →
Services
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7709641
Firm CRD# 325530
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Sami Nayef Shbeeb offer?
Sami Nayef Shbeeb specializes in Investment Management, Fee-Only Advisory. Contact their office in HOUSTON, Texas for a consultation.
What are Sami Nayef Shbeeb's credentials?
Sami Nayef Shbeeb is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sami Nayef Shbeeb located?
Sami Nayef Shbeeb is based in HOUSTON, Texas, working with TERRAFORM WEALTH, LLC. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.
How does Sami Nayef Shbeeb charge for services?
Sami Nayef Shbeeb's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TERRAFORM WEALTH, LLC?
TERRAFORM WEALTH, LLC has approximately 2 employees and manages $173M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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