Sharif A. Sharif

FOURSTAR WEALTH ADVISORS

Oakbrook Terrace, IL 60181

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CRD#: 2343413

Professional summary

Sharif Azmi Sharif is a registered financial advisor currently at FOURSTAR WEALTH ADVISORS, LLC located in Oakbrook Terrace, Illinois.

Sharif is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Sharif has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 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.

1)7/19/18- The Other Side of Medicine- DBA - Inv. Related- start date 10/1/2015- 100%

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sharif Azmi Sharif's CRS (Customer Relationship Summary).

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 17, 2023 - Present

FOURSTAR WEALTH ADVISORS, LLC

Office #1: 17 W 220 22nd St Suite 250, Oakbrook Terrace, IL 60181

RIA

CRD#: 169613

Oakbrook Terrace, IL

Past

January 26, 2023 - January 27, 2023

FOURSTAR WEALTH ADVISORS, LLC

RIA

CRD#: 169613

CHICAGO, IL

Past

July 19, 2018 - January 19, 2023

LPL FINANCIAL LLC

RIA

CRD#: 6413

ELMHURST, IL

Past

July 19, 2018 - January 19, 2023

LPL FINANCIAL LLC

CRD#: 6413

ELMHURST, IL

Past

February 7, 2007 - July 23, 2018

WOODBURY FINANCIAL SERVICES, INC.

RIA

CRD#: 421

ELMHURST, IL

Past

February 7, 2007 - July 23, 2018

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

ELMHURST, IL

Past

June 1, 2005 - February 9, 2007

EQUITABLE ADVISORS, LLC

CRD#: 6627

HINSDALE, IL

Past

November 3, 1995 - June 1, 2005

MONY SECURITIES CORPORATION

CRD#: 4386

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FOURSTAR WEALTH ADVISORS, LLC

FAMILY WEALTH LEGACY ADVISORS | GINGER ADVISORS, LLC | FOURSTAR WEALTH ADVISORS, LLC

CRD#: 169613 / SEC#: 801-110467

RIA

Registered Investment Advisory firm - (4/21/2017 Approved)

Illinois

Registered Investment Advisory firm - (4/21/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Illinois
(2/17/2023)

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: 8/23/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/22/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 11/2/1995

Investment Company Products/Variable Contracts Representative Examination

Current Firm

FOURSTAR WEALTH ADVISORS, LLC

FAMILY WEALTH LEGACY ADVISORS | GINGER ADVISORS, LLC | FOURSTAR WEALTH ADVISORS, LLC

CRD#: 169613 / SEC#: 801-110467

RIA

Registered Investment Advisory firm - (4/21/2017 Approved)

Illinois

Registered Investment Advisory firm - (4/21/2017 Terminated)

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Contact information

Main Address

1 N. Lasalle Street Suite 2225, Chicago, IL 60602

Mailing Address

Phone number

(312) 667-1750

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (34 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	3,309
AUM (Assets Under Management)	$ 1,240,902,908

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
07/29/2025	Cover Page	Report
05/28/2024	Cover Page	Report

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Sharif A. Sharif

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sharif Azmi Sharif's CRS (Customer Relationship Summary).

Certified licenses

Experience

FOURSTAR WEALTH ADVISORS, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

WOODBURY FINANCIAL SERVICES, INC.

WOODBURY FINANCIAL SERVICES, INC.

EQUITABLE ADVISORS, LLC

MONY SECURITIES CORPORATION

Primary Firm SEC Registration

FOURSTAR WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/23/1999

Series 63

Date: 11/22/1995

SIE

Date: 10/1/2018

Series 6

Date: 11/2/1995

Current Firm

FOURSTAR WEALTH ADVISORS, LLC

Contact information

SEC notice filing (34 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

FOURSTAR WEALTH ADVISORS, LLC

TRUST BUT VERIFY

Contact information

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