Syed I. Haider

VINSONCAP WEALTH ADVISORS LLC

WASHINGTON, CT

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CRD#: 2283529

Professional summary

Syed Intesar Haider is a registered financial advisor currently at VINSONCAP WEALTH ADVISORS LLC located in Washington, Connecticut.

Syed is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Syed has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Syed Intesar Haider acts as a sponsor, general partner, or managing member of VinsonCap Opportunities Master Fund. VinsonCap Wealth Advisors LLC does not plan to recommend this fund to VinsonCap Wealth Advisors LLC clients and therefore, no conflicts of interest exist. VinsonCap LLC; Member; Investment Related; 505 Greenwich Street, 10B New York NY 10013; General Partner of VinsonCap Opps Master Fund; Start date with business: 2016-04-15; Hours per month devoted to business during trading hours: 30; Hours per month devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 10.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Syed Intesar Haider's CRS (Customer Relationship Summary).

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

Current

February 19, 2025 - Present

VINSONCAP WEALTH ADVISORS LLC

RIA

CRD#: 333948

WASHINGTON, CT

Past

December 13, 2012 - March 13, 2015

STERNE, AGEE & LEACH, INC.

CRD#: 791

NEW YORK, NY

Past

May 6, 2009 - November 28, 2012

STORMHARBOUR SECURITIES LP

CRD#: 35997

NEW YORK, NY

Past

August 23, 2002 - February 9, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

October 27, 1999 - August 5, 2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Connecticut
(6/6/2025)

IAR

New York
(2/19/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/21/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/15/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 3/13/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/26/1999

General Securities Representative Examination

Current Firm

VINSONCAP WEALTH ADVISORS LLC

CRD#: 333948 / SEC#:

Connecticut

Registered Investment Advisory firm - (6/6/2025 Approved)

New York

Registered Investment Advisory firm - (2/19/2025 Approved)

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Contact information

Main Address

New York, NY

Mailing Address

Phone number

(917) 355-6999

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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

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Syed I. Haider

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Syed Intesar Haider's CRS (Customer Relationship Summary).

Certified licenses

Experience

VINSONCAP WEALTH ADVISORS LLC

STERNE, AGEE & LEACH, INC.

STORMHARBOUR SECURITIES LP

CITIGROUP GLOBAL MARKETS INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 65

Date: 1/21/2025

Series 63

Date: 10/15/1999

SIE

Date: 3/13/2015

Series 7

Date: 10/26/1999

Current Firm

VINSONCAP WEALTH ADVISORS LLC

Contact information

Documents

Red Flags

Company Information

VINSONCAP WEALTH ADVISORS LLC

TRUST BUT VERIFY

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