American Wealth Management
47yrs
Top advisor by experience in Alpharetta
26yrs
Based in Alpharetta, Georgia, Ali Syed is a financial advisor with 26 years of industry experience. Ali has been with Cwpim since 2017. Ali holds the CFP® designation.
At a glance
Experience26 years (since 2001)
How that compares ?More experience than 74% of advisors nationwide
Office8000 Avalon Blvd. Suite 100, Alpharetta, GA 30009
FirmCwpim
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$285,239
States licensed ?1 state
Services through Cwpim
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2017 – nowCwpimCurrent firm
Contact Ali
(770) 596-2692Cwpim main office 8000 Avalon Blvd. Suite 100Alpharetta, GA 30009Office · Get directions Firm websitecwpimriskscore.com
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Questions to ask Ali
Tailored to Ali’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Ali
How do I contact Ali?
Call Cwpim at (770) 596-2692 and ask for Ali Syed. Ali works from the Alpharetta, GA office.
How long has Ali been a financial advisor?
Ali has been in the industry since 2001, about 26 years. More experience than 74% of advisors nationwide.
What licenses does Ali hold?
Series 63. Tap any license on this page to see what it allows.
Is Ali a fiduciary?
Ali is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Ali paid?
Cwpim reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Ali for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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