Edward Assadi Ramsey

Current Employers

Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-03-23
VA	RA	APPROVED	2008-05-07
MD	RA	APPROVED	2007-03-27

TX RA
APPROVED

Since 2026-03-23
VA RA
APPROVED

Since 2008-05-07
MD RA
APPROVED

Since 2007-03-27

Branch Locations

8100 Boone Boulevard Suite 640, Vienna, VA 22182 • United States

Great Falls, VA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

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

Employment History

Organization	City	State	From	To
Edward Assadi & Associates, Pc, Cpa	Greenbelt	MD	03/1987	Present
E. Assadi & Associates, Pc, Cpa	Greenbelt	MD	11/1991	Present
Commonwealth Equity Services, Inc.	Waltham	MA	11/1995	Present
#Ia Edward A. Ramsey, Cpa, Cfp	Greenbelt	MD	06/1996	Present
Quantis Wealth Management	Glenn Dale	MD	06/2012	06/2026
Avantis Private Wealth	Great Falls	VA	06/2026	Present

03/1987 → Present

Edward Assadi & Associates, Pc, Cpa

Greenbelt, MD
11/1991 → Present

E. Assadi & Associates, Pc, Cpa

Greenbelt, MD
11/1995 → Present

Commonwealth Equity Services, Inc.

Waltham, MA
06/1996 → Present

#Ia Edward A. Ramsey, Cpa, Cfp

Greenbelt, MD
06/2012 → 06/2026

Quantis Wealth Management

Glenn Dale, MD
06/2026 → Present

Avantis Private Wealth

Great Falls, VA

Previous Registrations

2006-11-30 → 2007-03-27

Edward A. Ramsey, Cpa, Cfp

Greenbelt, MD

Other Businesses

1. Fixed insurance sales, as of 05/16/2011, conducted at branch, investment related. 2. Ramsey Family Real Estate, LLC, co-owner of real estate holding company owning and renting building where branch is located, conducted at branch, not investment related. 3. Ramsey & Associates, also operating under name of Doctors Tax services, CPA and sole owner of tax and accounting firm, conducted at branch, not investment related. 4. Peak Dental Transitions, LLC; providing accounting/business valuation services for 2 dental offices; sole owner; approximately 10% time spent during business hours; conducted at branch; not investment related.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1995-12-07
S63	Uniform Securities Agent State Law Examination	1986-06-06

S65 Uniform Investment Adviser Law Examination

1995-12-07
S63 Uniform Securities Agent State Law Examination

1986-06-06

Designations

Other Names

Ezzat D Assadi
Ed Asadi
Edward Assadi
Ezzat Dezfuli Assadi
Edward Assadi
Ezzat Dezfuli Assadidezfuli
Ed Assadidezfuli
Ezzat D Assadi

View on SEC IAPD