Mashhood Siddiqi, financial advisor Fort Lauderdale FL

Mashhood Siddiqi

CRD Number: 1060946
Current Firm: Siddiqi, Mashhood Z.

Mashhood Siddiqi (CRD# 1060946) is an Investment Advisor Representative working at Siddiqi, Mashhood Z. in Fort Lauderdale, FL and has over 40 years of experience in the finance industry.

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Company Name Location Dates Years
Osaic Wealth, Inc. Ft. Lauderdale, FL Sep 2023 - Current < 1
Sagepoint Financial, Inc. Phoenix, AZ Jan 2009 - Sep 2023 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1983
S65 NASAA Investment Advisors Law Examination Sep 1998
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Mashhood Z. Siddiqi
Phone Number: 609-243-9300
Registered State(s):
  • FL
  • NJ
  • NY
Current Firm Details
Siddiqi, Mashhood Z.
Firm's CRD Number: 122393
By the Numbers
  • Total Assets Under Management
    89
    MILLIONS
  • Total Number of Accounts
    128
    ACCOUNTS
  • Average Account Value
    $697,701
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL, NJ, NY

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