Ehab Selim
Advisor at Investology Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Investology Inc.
Location
Reston, VA 20191
Credentials
CFP®, Series 66
Industry experience
20 years
About
Ehab Selim is a financial advisor at Investology Inc. with 20 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining Investology in 2017, he worked at Lincoln Financial Advisors beginning in 2014. Investology provides ongoing portfolio management and advisory services to individual clients, company retirement plans, and charitable organizations. The firm uses a combination of analytical methods and modern portfolio theory to manage a diverse range of investment instruments on both discretionary and non-discretionary bases.
Expertise
Based on Investology Inc.
Wealth management
Real estate investing
Passive / index investing
General retirement planning
Fee options
$0 - $500,000: 1.65% $500,001 - $1,000,000: 1.45% $1,000,001+: 1.25%
Location
1939 Roland Clarke Place Suite 350
Reston, VA 20191
Most active in
Ehab S has reported serving >5 clients in these states in the last 12 months.
Florida · Maryland · New York · Texas · Virginia
Work history
Investology Inc
2017 - Present (9 years)
Lincoln Financial Advisors
2014 - Present (12 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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