Ali Mohammad Syed
CFP®Professional Summary
Ali Mohammad Syed, CFP®, who also goes by Ali Mohammad Shirazi, Ali M Syed, Ali M. Syed, is a registered financial advisor currently at CWPIM located in Alpharetta, Georgia. Ali is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Ali 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
Ali Mohammad Shirazi, Ali M Syed, Ali M. Syed
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Credentials
Years of Experience
25 years in the financial services industry
Current & Past Employments
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Current Firm
CONSCIENTIOUS WEALTH PLANNING AND INVESTMENT MANAGEMENT LLC | CWPIM | CONSCIENTIOUS WEALTH PLANNING AND MANAGEMENT, LLC | CONSCIENTIOUS WEALTH PLANNING AND INVESTMENT MANAGEMENT, LLC
Contact Information
Main Address
2475 Northwinds Parkway Suite 200, Alpharetta, GA 30009Phone Number
(770) 596-2692# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
92AUM (Assets Under Management)
$15,402,897Similar 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.
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State Registrations and Notice Filings
(5/16/2017)
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 Ali Mohammad Syed's CRS (Customer Relationship Summary).
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