Inactive

Ehsan S Bassam

Bassam Wealth Management, LLC

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Current Employers

Bassam Wealth Management, Llc

2875 South Ocean Blvd Suite 200-28, Palm Beach, FL 33480 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2024-05-29
TX	RA	APPROVED	2024-05-24

FL RA
APPROVED

Since 2024-05-29
TX RA
APPROVED

Since 2024-05-24

Branch Locations

2875 South Ocean Blvd Suite 200-28, Palm Beach, FL 33480 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Merrill Lynch Pierce, Fenner & Smith Incorporated	Washington	DC	08/2011	05/2024
Bank Of America, N.A.	Washington	DC	12/2011	05/2024
Bassam Wealth Management, Llc	Miami Beach	FL	05/2024	Present

08/2011 → 05/2024

Merrill Lynch Pierce, Fenner & Smith Incorporated

Washington, DC
12/2011 → 05/2024

Bank Of America, N.A.

Washington, DC
05/2024 → Present

Bassam Wealth Management, Llc

Miami Beach, FL

Previous Registrations

2011-08-18 → 2024-05-29

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Washington, DC

Aventura, FL
2009-08-19 → 2011-08-24

Morgan Stanley

Bethesda, MD
2008-11-28 → 2009-02-11

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Washington, DC

Other Businesses

Licensed insurance professional; not investment-related; same address, less than 10% of business time.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-11-22

S66 Uniform Combined State Law Examination

2008-11-22

Other Names

Ehsan Seyed Bassam
Mohammad Seyed Bassam
Mohammad Seyed Bassam
Ehsan Seyed Bassam
Mohammad Seyed Bassam
Mohammad S Bassam
Ehsan S Bassam
Mohammad Bassam

View on SEC IAPD

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