Zamir Siddiqi, financial advisor Westlake Village CA

Zamir Siddiqi

CRD Number: 4243027
Current Firm: One Capital Management, LLC

Zamir Siddiqi (CRD# 4243027) is an Investment Advisor Representative working at One Capital Management, LLC in Westlake Village, CA and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Beverly Hills, CA Jan 2011 - Current 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2000
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, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Zamir Siddiqi
Phone Number: 805.409.8150
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,649
    MILLIONS
  • Total Number of Accounts
    2,598
    ACCOUNTS
  • Average Account Value
    $634,645
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription 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
  • Pension consulting services
  • Other
Types of Clients
Registered States

AZ, CA, CO, CT, FL, KS, MA, MO, NE, NJ, NV, NY, OH, OR, PA, TX, UT, VA, WA, WI

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