Ayaz Mahmud, financial advisor Hingham MA
93 score

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 Hingham, MA and has over 33 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 12
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
  • TX
  • NH
By the Numbers
  • Total Assets Under Management
    254
    MILLIONS
  • Total Number of Accounts
    757
    ACCOUNTS
  • Average Account Value
    $335,988
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

CA, CT, LA, MA, MO, NH, NV, NY, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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