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KM

Karim Mawji

EAGLE TALON PARTNERS
NAPLES, FL 34103
Some features on this profile are disabled
CRD#: 3248322
KM

Professional summary

Karim Mawji is a registered financial advisor currently at EAGLE TALON PARTNERS located in Naples, Florida.

Karim is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Karim has worked at 3 firms and has passed the Series 63 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Karim Mawji'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

April 13, 2022 - Present

EAGLE TALON PARTNERS

Office #1: 4851 Tamiami Tr. N. Suite 200, Naples, FL 34103
RIA
CRD#: 311982
NAPLES, FL
Past

June 1, 2007 - August 3, 2007

G-2 TRADING,LLC

BD
CRD#: 44018
NEW YORK, NY
Past

July 26, 2004 - January 23, 2006

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
NEW YORK, NY
Past

September 3, 1999 - August 13, 2002

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
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
Florida
(11/3/2025)
IAR
New York
(4/13/2022)

Exams

State Security Law Exam
RR
Series 63
Date: 12/22/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 9/2/1999
General Securities Representative Examination

Current Firm

ET
EAGLE TALON PARTNERS
EAGLE TALON PARTNERS | EAGLE TALON PARTNERS LLC

CRD#: 311982 / SEC#:

Florida
Registered Investment Advisory firm - (11/3/2025 Approved)
New York
Registered Investment Advisory firm - (1/20/2021 Approved)
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Contact information

Main Address
4851 Tamiami Tr. N. Suite 200, Naples, FL 34103
Mailing Address
Phone number
(239) 399-4808
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts25
AUM (Assets Under Management)$ 23,000,000

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

EAGLE TALON PARTNERS

CRD#: 311982Naples, FL 34103

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