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AS

Abdus S. Sikder

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CRD#: 1319916
AS

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Abdus Salam Sikder, who also goes by Abdus S Sikder, was a registered financial professional .

Abdus is a previously registered financial professional and started their career in finance in 1985. Abdus had worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 22, Series 6, Series 51 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Abdus S Sikder

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * MATRIX PARTNERS NETWORK INC; SAME AS BRANCH; INV REL; INSURANCE; PRESIDENT; START DATE=09/2011; HRS/MO=160; TRADING HRS/MO=160; SALES AND RECRUITING * TAX PLANNING STRATEGIES, INC.; SAME AS BRANCH; NON-INV REL; TAX, ACCOUNTING, PAYROLL AND BUSINESS ADVISORY SERVICES; SENIOR ADVISOR; START DATE=03/2014; HRS/MO=10; TRADING HRS/MO=0; FINANCIAL ADVISOR * MIRQUEST FINANCIAL, LLC; SAME AS BRANCH; INV REL; FINANCIAL SERVICES; INDEPENDENT AGENT; START DATE=11/2014; HRS/MO=30; TRADING HRS/MO=10; INDEPENDENT BROKER FOR FIXED INSURANCE PRODUCTS

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

August 1, 2016 - April 11, 2024

MATRIX PRIVATE WEALTH MANAGEMENT INC.

RIA
CRD#: 281197
Round Rock, TX
Past

January 31, 2012 - January 26, 2016

AMERITAS INVESTMENT COMPANY, LLC

RIA
CRD#: 14869
Lake Success, NY
Past

September 1, 2011 - January 26, 2016

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
Lake Success, NY
Past

September 7, 2004 - April 28, 2011

SIGNATOR INVESTORS, INC.

RIA
CRD#: 468
WESTBURY, NY
Past

September 26, 1995 - May 1, 1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

BD
CRD#: 5181
BOSTON, MA
Past

September 26, 1995 - September 1, 2011

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
WESTBURY, NY
Past

March 14, 1990 - July 7, 1995

NYLIFE SECURITIES LLC

BD
CRD#: 5167
NEW YORK, NY
Past

February 8, 1985 - February 20, 1990

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY
Past

February 8, 1985 - February 20, 1990

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 9/14/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


MP
MATRIX PRIVATE WEALTH MANAGEMENT INC.
MATRIX PRIVATE WEALTH MANAGEMENT INC.

CRD#: 281197 / SEC#:

New York
Registered Investment Advisory firm - (9/30/2015 Approved)
Texas
Registered Investment Advisory firm - (7/29/2016 Approved)
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Contact information


Main Address
1979 Marcus Avenue Suite 210, Lake Success, NY 11042
Mailing Address
Phone number
(516) 506-7272
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts60
AUM (Assets Under Management)$ 14,406,478

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


MATRIX PRIVATE WEALTH MANAGEMENT INC.

CRD#: 281197

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Contact information


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