AdFi
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Hany H Ahmad

Investment Adviser Representative at TEAMWORK FINANCIAL ADVISORS, LLC

Houston, TXCRD #4947204Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
20 yrs
States Registered
1 states
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Hany H. Ahmad has worked in the securities industry since 2006. They are registered to provide investment advisory services in Texas.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Texas
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 4/21/2008
Series 63
Uniform Securities Agent State Law Examination
Passed 6/24/2005
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 2/12/2008
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 4/30/2005

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.012
Asset tierAnnual rate
Teamwork (Except Michael Srulowitz) - Tier 11.00%
Teamwork (Except Michael Srulowitz) - Tier 20.95%
Teamwork (Except Michael Srulowitz) - Tier 30.85%
Teamwork (Except Michael Srulowitz) - Tier 40.75%
Teamwork (Except Michael Srulowitz) - Tier 50.60%
Teamwork (Except Michael Srulowitz) - Tier 60.00%
Michael Srulowitz - Tier 11.20%
Michael Srulowitz - Tier 21.10%
Michael Srulowitz - Tier 31.00%
Michael Srulowitz - Tier 40.90%
Michael Srulowitz - Tier 50.80%
Michael Srulowitz - Tier 60.70%
Michael Srulowitz - Tier 70.00%
Source

Teamwork Financial Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

TEAMWORK FINANCIAL ADVISORS, LLCCurrent
9/6/2024Houston, TX
AMERIPRISE FINANCIAL SERVICES, LLC
11/28/20229/13/2024Houston, TX
BOK FINANCIAL ADVISORS
1/9/202012/5/2022Houston, TX
WELLS FARGO CLEARING SERVICES, LLC
7/8/20161/17/2020Houston, TX
LPL FINANCIAL LLC
10/31/20113/11/2015Houston, TX
CHASE INVESTMENT SERVICES CORP.
4/29/200811/4/2011Pasadena, TX

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Hany H Ahmad has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Hany H Ahmad - Financial Advisor in Houston, TX | AdvisorFinder