Andrew Majd has been an investment adviser representative at Dew Wealth Management since December 2020, and is not listed among the firm’s executive officers or direct owners.
Dew Wealth Management, LLC is a Scottsdale, AZ firm with $465M under management, 246 clients and 24 advisers across 17 offices, as of its September 2026 filing.
Andrew Majd’s longest registration is the current one, 5 years at Dew Wealth Management since 2020. Before joining Dew Wealth Management in 2020, Andrew Majd was registered through Optima Capital Management.
- Dew Wealth ManagementCurrent– present · 5 yearsScottsdale, AZ · Adviser representative · Firm CRD 114148
- Optima Capital Management– · under a yearTempe, AZ · Adviser representative · Firm CRD 306036
Investment adviser representative registrations
Andrew Majd is registered as an investment adviser representative in 2 states. The first approvals date from December 2020; the most recent is Texas, in February 2021.
- ArizonaSince 24 December 2020
- TexasSince 25 February 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 8 August 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Andrew Taylor Majd
- CRD
- 7124700
- Firm
- Dew Wealth Management · CRD 114148
- Office
- 8888 E. RAINTREE DRIVE, SUITE 110, Scottsdale, AZ 85260
- Registration
- Investment adviser registration
- In the industry since
- November 2020
- Disciplinary history
- Not yet shown here · SEC record
Where does Andrew Majd work?
Andrew Majd is an investment adviser representative registered through Dew Wealth Management, LLC since December 2020, and is not listed among the firm’s executive officers or direct owners.
Is Andrew Majd a financial advisor?
Yes. Andrew Majd has a current investment-adviser registration in Arizona and Texas, through Dew Wealth Management since December 2020.
How many years of experience does Andrew Majd have?
Andrew Majd has 5 years in the financial industry, since November 2020, across 2 adviser firms.
What exams has Andrew Majd passed?
Andrew Majd passed the Series 65 in August 2020.
Where did Andrew Majd work before Dew Wealth Management?
Before Dew Wealth Management, Andrew Majd was registered through Optima Capital Management, September 2020 to November 2020.
Where is Andrew Majd based?
Andrew Majd’s registered office is in Scottsdale, AZ.
Is Andrew Majd registered with FINRA?
No. Andrew Majd has no current broker registration.
How can I verify Andrew Majd’s record?
Search CRD 7124700 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Andrew Majd’s full registration record.
