Samer Hani Salha

Employer firm

Symphony Financial, Ltd. Co. CRD 171816

$1.35B regulatory AUM 15 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• MULTI FAMILY OFFICE SERVICES

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

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

Current Employers

Employment History

• 05/2021 → 02/2024
  Mcadam Llc
  Philadelphia, PA
• 08/2017 → 05/2021
  Temple University
  Philadelphia, PA
• 08/2011 → 05/2017
  Wyomissing Reading Junior / Senior High School
  Wyomissing, PA
• 01/2020 → 12/2020
  International Trade Administration
  Philadelphia, PA
• 05/2018 → 09/2019
  Arab Jordanian Investment Bank
  Aman
• 04/2017 → 12/2017
  Icomeup
  Miami, FL
• 05/2023 → Present
  Salha Associates Llc
  Wyomissing, PA
• 02/2024 → Present
  Symphony Financial , Ltd. Co.
  Houston, TX

Previous Registrations

• 2023-05-12 → 2024-03-01
  Mcadam Llc
  Radnor, PA

Other Businesses

a. SALHA ASSOCIATES LLC, RIA, INVESTMENT RELATED. 05/2023-PRESENT. 232 STURBRIDGE DR WYOMISSING, PA 19610. OWNER. 160 HRS/MONTH. 160 HRS/MONTH TRADING DURING TRADING. DUTIES: CONSULTING. b. Acropolis Capital Partners- Investment Related- 4295 San Felipe St, Suite 300, Houston, TX 77027- DBA for IRA business- IAR Private Wealth Advisor- Started on 2/15/2024- 40 Hours a Week- IAR Services.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-05-02