Ahmed Moawad

Employer firm

Ethic CRD 282827

$10.1B regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars

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

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

Current Employers

Employment History

• 09/2017 → 04/2022
  The Vanguard Group, Inc.
  Malvern, PA
• 08/2013 → 04/2017
  University Of Pittsburgh
  Pittsburgh, PA
• 05/2017 → 09/2017
  Unemployed
  East Walpole, MA
• 04/2022 → 05/2025
  Perigon Wealth Management
  New York, NY
• 05/2025 → Present
  Ethic
  New York, NY

Other Businesses

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355 1)NAME OF BUSINESS: Full agent for fathers account INVESTMENT-RELATED: ADDRESS: Philadelphia, PA START DATE: 12/2017 APPROXIMATE HOURS/MONTH: 10 HOURS DEVOTED DURING TRADING HOURS: 0

Exams

• S63 Uniform Securities Agent State Law Examination
  2017-10-31

Designations

• Chartered Financial Analyst

Other Names

• Ahmed Moawad
• Ahmed Mahmoud Moawad