Ayaz Mahmud, financial advisor Amherst MA

Ayaz Mahmud

CRD Number: 1094095
Current Firm: West Branch Capital LLC

Ayaz Mahmud (CRD# 1094095) is an Investment Advisor Representative working at West Branch Capital LLC in Amherst, MA and has over 38 years of experience in the finance industry.

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Company Name Location Dates Years
West Branch Capital LLC Boston, MA Dec 2004 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1983
S65 NASAA Investment Advisors Law Examination Feb 1992
S66 NASAA Uniform Combined State Law Examination Jan 2005
Contact Info for Ayaz Mahmud
Phone Number: 413-256-1225
Registered State(s):
  • MA
  • NH
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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