Adil Mackwani, financial advisor Sugarland TX

Adil Mackwani

CRD Number: 6694549
Current Firm: M&a Wealth

Adil Mackwani (CRD# 6694549) is an Investment Advisor Representative working at M&a Wealth in Sugarland, TX and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
P&c Life Insurance Agency, LLC Sugarland, TX Jul 2020 - Current 1
Mackwani & Associates Wealth Management, LLC Sugarland, TX Oct 2018 - Current 3
Park Avenue Securities LLC Houston, TX Jun 2017 - Oct 2018 1
White Rhino Financial, LLC Houston, TX Dec 2016 - Oct 2018 1
Guardian Life Insurance Co Of America Houston, TX Aug 2016 - Oct 2018 2
Foresters Financial Services, Inc. Houston, TX Sep 2016 - Dec 2016 < 1
Florida Costal School Of Law Jacksonville, FL Jan 2016 - Jul 2016 < 1
Jewel Emporium Houston, TX Dec 2014 - Jul 2016 1
Alumni Relations Fcsl Jacksonville, FL Mar 2016 - Jun 2016 < 1
Houston Baptist University Houston, TX Jul 2014 - Jun 2015 < 1
Insignia Houston, TX Sep 2012 - Sep 2014 2
University Of Texas Austin Austin, TX Aug 2011 - Aug 2014 3
Macys Austin, TX Jul 2013 - Oct 2013 < 1
Mckool And Smith Austin, TX Jun 2012 - Aug 2012 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2016
S65 NASAA Investment Advisors Law Examination Apr 2018
Contact Info for Adil N. Mackwani
Phone Number: (713) 540-7247
Registered State(s):
  • TX
Current Firm Details
M&a Wealth
Firm's CRD Number: 299284
By the Numbers
  • Total Assets Under Management
    1
    MILLIONS
  • Total Number of Accounts
    40
    ACCOUNTS
  • Average Account Value
    $33,500
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
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States

TX

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