Ehsan S Bassam

Employer firm

Bassam Wealth Management, LLC CRD 330695

$241M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• 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