Karim Mawji
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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
27 years in the financial services industry
Current & Past Employments
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Current Firm
EAGLE TALON PARTNERS | EAGLE TALON PARTNERS LLC
Contact Information
Main Address
4851 Tamiami Tr. N. Suite 200, Naples, FL 34103Phone Number
(239) 399-4808# of Employees
3Documents
Regulatory Assets Under Management
Total Number of Accounts
20AUM (Assets Under Management)
$31,000,000Similar Advisors
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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.
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State Registrations and Notice Filings
(11/3/2025)
(4/13/2022)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Karim Mawji's CRS (Customer Relationship Summary).
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AUSDAL FINANCIAL PARTNERS, INC.
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