Mamdouh R. Isak
Professional summary
Mamdouh Riad Isak, who also goes by Duke Isak, Mamdough Riad Isak, Mamdough Rrad Isak, is a registered financial advisor currently at OPTIFOLIO located in Houston, Texas.
Mamdouh is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Mamdouh has worked at 2 firms and has passed the Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Mamdouh Riad Isak's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 31, 2020 - Present
OPTIFOLIO
January 3, 2003 - December 31, 2019
OPTIFOLIO
November 23, 1988 - March 2, 1998
QUEST CAPITAL STRATEGIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/31/2020)
Exams
Current Firm
OPTIFOLIO
CRD#: 115110 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 37 |
| AUM (Assets Under Management) | $ 14,709,174 |
Red Flags
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