TB
Taseer A. Badar
ZT WEALTH ADVISORY
Houston, TX 77027
Some features on this profile are disabled
CRD#: 2704754
TB
Professional summary
Taseer Ahmad Badar is a registered financial advisor currently at ZT WEALTH ADVISORY located in Houston, Texas.
Taseer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Taseer has worked at 14 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7 and Series 24 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.
ZT GLOBAL INVESTMENTS DBA ZT INVESTMENTS, FINANCIAL SERVICES, CEO, OWNER, 40 HOURS/WEEK, COMMISSIONS/SALARY $3,000/MONTH.
ZT CONSULTING, BUSINESS CONSULTING, CEO, OWNER, PARTNER, 2 HOURS/WEEK, SALARY $3,000/MONTH.TAB LONE STAR HOLDINGS, C STORES-RENTAL, OWNER, 2 HOURS/WEEK, PROFITS, IF ANY, VARIES. ZT FINANCIAL NETWORK - MORTGAGE BUSINESS.TRUE VIEW MEDICAL CENTER, HOUSTON, TX. NON-INVESTMENT RELATED.
TRUE VIEW BEAUMONT MANAGEMENT, LLC-REALTY COMPANY, GENERAL PARTNER, MINIMAL TIME PER MONTH, CONSULTING INCOME. TRUE VIEW SLEEP MANAGEMENT, LLC, GENERAL PARTNER, NON-INVESTMENT RELATED, MANAGEMENT OF SLEEP LAB
TRUE VIEW REALTY PARTNERS ONE, LD. REAL ESTATE OWNERSHIP, GENERAL PARTNER.TRUE VIEW IMAGING ONE, LP. GENERAL PARTNER, NON-INVESTMENT REALTED, 2HRS./WEEK. ZT SHADOW CREEK, OWNER OF PROPERTY - 2HRS/WEEK.ZT GROUP BUSINESS CENTER ONE, DEVELOPMENT OF BUILDINGS, 2HRS/WEEK. TRUE VIEW RADIOLOGY.
ALTUS ALLERGY, LP ZT MANAGEMENT, LLC NOT CURRENTLY BEING USED.ALTUS BEAUMONT REALTY GP, LLC GP FOR ALTUS BEAUMONT REALTY, LP
ALTUS BEAUMONT REALTY, LP ALTUS BEAUMONT GP, LLC.OWNS REAL ESTATE THAT WILL EXPECT TO DEVELOP IT AND LEASE IT TO RADIATION THERAPY CENTER ALTUS CLINICAL RESEARCH GP, INC. GP FOR ALTUS CLINICAL RESEARCH, LP.ALTUS CLINICAL RESEARCH, LP ALTUS CLINICAL RESEARCH GP, INC.ENTITY IS IN THE PROCESS OF BEING FORMED WHICH WILL INTEND TO
PROVIDE CLINICAL RESEARCH SERVICES (S O COMPANY)ALTUS HARBOR HOSPICE MANAGEMENT, LLC
GP FOR ALTUS HARBOR HOSPICE AND ALTUS HARBOR MEDICAL SERVICES ALTUS HARBOR HOSPICE, LP ALTUS HARBOR HOSPICE, MGMT., LLC HOSPICE COMPANY.ALTUS HARBOR MEDICAL SERVICES, LP ALTUS HARBOR HOSPICE, MGMT., LLC
DURABLE MEDICAL EQUIPMENT COMPANY THAT PROVIDES MEDICAL EQUIPMENT TO OUR HOSPICE COMPANY. ALTUS HEALTHCARE MANAGEMENT, LP ZT MANAGEMENT, LLC.MANAGES ALL THE HEALTHCARE FACILITIES(ENTITY CONVERTED FROM INC. TO LP)
ALTUS HMS II, LP ZT MANAGEMENT, LLC
A NEWLY FORMED ENTITITY WHICH INTENDS TO MANAGE HEALTHCARE FACILITIES ALTUS HOSPICE MANAEMENT, LP ZT MANAGEMENT, LLC
NEWLY FORMED ENTITY WHICH INTENDS TO BE A HOSPICE. COMPANY ALTUS MEDICAL EQUIPMENT, LLC NOT CURRENTLY BEING USED ALTUS NOBLE HOSPICE, LP ALTUS NOBLE HOSPICE GP, LLC
IN THE PROCESS OF BEING FORMED - INTENDS TO BE A HOSPICE COMPANY. ALTUS NOBLE HOSPICE GP, LLC GP FOR ALTUS NOBLE HOSPICE, LP
ALTUS RADIATION BEAUMONT GP, LLC GP FOR ALTUS RADIATION ONCOLOGY (BEAUMONT), LP
ALTUS RADIATION BILLING AND MANAGEMENT, LP ZT MANAGEMENT, LLC. A NEWLY FORMED ENTITY THAT WILL BE BILLING THE PATIENTS FOR
ALTUS RADIATION ONCOLOGY BAYTOWN COMPANY ONCE
OPERATIONAL. ALTUS RADIATION GP, LLC GP FOR ALTUS RADIATION ONCOLOGY (BAYTOWN).
ALTUS RADIATION ONCOLOGY (BAYTOWN), LP ALTUS RADIATION GP, LLC. EXPECTED RADIATION ONCOLOGY COMPANY THAT UTILIZES A LINEAR
ACCELERATOR TO TREAT PATIENTS WITH CANCER.
ALTUS RADIATION ONCOLOGY (BEAUMONT), LP ALTUS RADIATION BEAUMONT GP, LLC. EXPECTED RADIATION ONCOLOGY COMPANY THAT UTILIZES A LINEAR ACCELERATOR TO TREAT PATIENTS WITH CANCER. ALTUS RADIATION ONCOLOGY EQUIPMENT LEASING, LP ZT MANAGEMENT, LLC
EXPECTED EQUIPMENT LEASING COMPANY FOR ALTUS RADIATION ONCOLOGY (BAYTOWN). ALTUS SACRED NOBLE HOSPICE, LP ALTUS SACRED NOBLE HOSPICE GP, LLC. IN THE PROCESS OF BEING FORMED - INTENDS TO BE A HOSPICE COMPANY
ALTUS SACRED NOBLE HOSPICE GP, LLC GP FOR ALTUS SACRED NOBLE HOSPICE, LP ALTUS SAFETY FIRST GREEN RETIREMENT AND RECOVERY COMMUNITY, LP ZT MANAGEMENT, LLC NOT CURRENTLY BEING USED ALTUS XPRESS CARE, LP ZT MANAGEMENT, LLC OCCUPATIONAL MEDICINE TREATMENT CENTER ASC BEAUMONT MGMT., LLC MANAGEMENT COMPANY FOR OPREX SURGERY BEAUMONT
BELTWAY SURGERY MANAGEMENT, LLC NOT BEING USED. BELTWAY SURGERY MEDICAL ASSOCIATES, LP BELTWAY SURGERY MGMT., LLC NOT BEING USED
CLARUS BILLING AND MGMT., BAYTOWN LP ZT MANAGEMENT, LLC. BILLING AND MANAGEMENT COMPANY FOR CLARUS IMAGING BAYTOWN.
CLARUS IMAGING (BAYTOWN), LP TRUE VIEW BAYTOWN MGMT.,LLC. ADDITIONAL NEW BIZ INFORMATION IN HOME OFFICE RECORDS
CRS (Client Relationship Summary) - RIA
Click below to view Taseer Ahmad Badar'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®
NoneExperience
Current
November 9, 2015 - Present
ZT WEALTH ADVISORY
Office #1: 1535 West Loop South Suite 450, Houston, TX 77027RIA
CRD#: 158972
Houston, TX
Past
January 23, 2014 - November 2, 2015
MHA FINANCIAL CORP
RIA
CRD#: 7462
HOUSTON, TX
Past
December 9, 2013 - January 21, 2014
ZT WEALTH INVESTMENT ADVISORY LLC
RIA
CRD#: 169426
HOUSTON, TX
Past
October 25, 2013 - November 2, 2015
MHA FINANCIAL CORP
BD
CRD#: 7462
HOUSTON, TX
Past
June 10, 2010 - October 28, 2013
EDI INVESTMENT ADVISOR CORPORATION
RIA
CRD#: 124129
HOUSTON, TX
Past
November 13, 2009 - October 28, 2013
EDI FINANCIAL, INC.
BD
CRD#: 15699
HOUSTON, TX
Past
May 14, 2004 - November 13, 2009
WESTPARK WEALTH ADVISORS, INC.
RIA
CRD#: 130914
HOUSTON, TX
Past
January 29, 2004 - December 31, 2004
IMS SECURITIES, INC.
RIA
CRD#: 35567
HOUSTON, TX
Past
December 11, 2003 - November 13, 2009
IMS SECURITIES, INC.
BD
CRD#: 35567
HOUSTON, TX
Past
November 1, 2001 - December 9, 2003
FIRST ALLIED SECURITIES, INC.
BD
CRD#: 32444
SAN DIEGO, CA
Past
June 25, 1999 - November 5, 2001
CANTELLA & CO., INC.
BD
CRD#: 13905
MALDEN, MA
Past
October 23, 1998 - June 29, 1999
SUNPOINT SECURITIES, INC.
BD
CRD#: 25442
LONGVIEW, TX
Past
December 19, 1997 - November 25, 1998
PROSPERA FINANCIAL SERVICES, INC.
BD
CRD#: 10740
DALLAS, TX
Past
November 4, 1997 - December 15, 1997
ROUND HILL SECURITIES, INC.
BD
CRD#: 35223
ALAMO, CA
Past
June 6, 1997 - November 14, 1997
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BD
CRD#: 11025
ST. LOUIS, MO
Past
July 12, 1996 - June 3, 1997
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, 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
Texas(11/9/2015)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
ZW
ZT WEALTH ADVISORY
AEP WEALTH MANAGEMENT LLC | ZT WEALTH ADVISORY | ZT SB INVESTMENT PARTNERS | ECHELON INVESTMENT MANAGEMENT
CRD#: 158972 / SEC#:
New York
Registered Investment Advisory firm - (11/11/2025 Terminated)Texas
Registered Investment Advisory firm - (11/11/2025 Termination Requested)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1535 West Loop South Suite 450, Houston, TX 77027
Mailing Address
Phone number
(713) 627-2000
Established
Firm type
Fiscal year end
# of Employees
4
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.
