Zamir Siddiqi

ONE CAPITAL MANAGEMENT

Westlake Village, CA 91361

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CRD#: 4243027

Professional summary

Zamir Siddiqi is a registered financial advisor currently at ONE CAPITAL MANAGEMENT, LLC located in Westlake Village, California.

Zamir is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Zamir has worked at 7 firms and has passed the Series 66, SIE, Series 7 and Series 31 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.

ZMAN HOLDINGS; INVESTMENT RELATED; MANHATTAN BEACH, CA; REAL ESTATE HOLDING CO; OWNER; START DATE 8/2012; 1 HR PER MONTH; 0 HRS DURING TRADING.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zamir Siddiqi'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 25, 2015 - Present

ONE CAPITAL MANAGEMENT, LLC

Office #1: 3075 Townsgate Road Suite 350, Westlake Village, CA 91361

RIA

CRD#: 114861

Westlake Village, CA

Past

January 3, 2011 - February 6, 2015

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

LOS ANGELES, CA

Past

January 3, 2011 - February 6, 2015

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

LOS ANGELES, CA

Past

March 26, 2010 - January 3, 2011

WELLS FARGO INVESTMENTS, LLC

RIA

CRD#: 10582

BEVERLY HILLS, CA

Past

March 26, 2010 - January 3, 2011

WELLS FARGO INVESTMENTS, LLC

CRD#: 10582

BEVERLY HILLS, CA

Past

March 3, 2009 - March 12, 2010

BARCLAYS CAPITAL INC.

RIA

CRD#: 19714

LOS ANGELES, CA

Past

November 17, 2008 - March 12, 2010

BARCLAYS CAPITAL INC.

CRD#: 19714

LOS ANGELES, CA

Past

January 31, 2002 - November 24, 2008

ALLIANCEBERNSTEIN L.P.

RIA

CRD#: 108477

LOS ANGELES, CA

Past

December 7, 2000 - November 24, 2008

SANFORD C. BERNSTEIN & CO., LLC

CRD#: 104474

LOS ANGELES, CA

Past

October 17, 2000 - December 7, 2000

SANFORD C. BERNSTEIN & CO., INC.

CRD#: 1232

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".

ONE CAPITAL MANAGEMENT, LLC

FUNDX, A DIVISION OF ONE CAPITAL MANAGEMENT, LLC | ONE CAPITAL MANAGEMENT, LLLP | ONE CAPITAL MANAGEMENT, LLC

CRD#: 114861 / SEC#: 801-60483

RIA

Registered Investment Advisory firm - (11/5/2001 Approved)

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

California
(2/25/2015)

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 66

Date: 10/30/2000

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 2/6/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/16/2000

General Securities Representative Examination

General Industry/Product Exam

Series 31

Date: 8/8/2000

Futures Managed Funds Examination

Current Firm

ONE CAPITAL MANAGEMENT, LLC

FUNDX, A DIVISION OF ONE CAPITAL MANAGEMENT, LLC | ONE CAPITAL MANAGEMENT, LLLP | ONE CAPITAL MANAGEMENT, LLC

CRD#: 114861 / SEC#: 801-60483

RIA

Registered Investment Advisory firm - (11/5/2001 Approved)

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Contact information

Main Address

3075 Townsgate Road Suite 350, Westlake Village, CA 91361

Mailing Address

Phone number

(805) 409-8150

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

OCM FORM ADV PART 2A NOVEMBER 14, 2025 (11/14/2025)

Regulatory assets under management

Total Number of Accounts	8,302
AUM (Assets Under Management)	$ 7,002,823,758

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/17/2025	Cover Page	Report
04/16/2024	Cover Page	Report
02/12/2023	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.

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Advisor Monitoring

Firm Stability Insights

Zamir Siddiqi

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zamir Siddiqi's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO INVESTMENTS, LLC

WELLS FARGO INVESTMENTS, LLC

BARCLAYS CAPITAL INC.

BARCLAYS CAPITAL INC.

ALLIANCEBERNSTEIN L.P.

SANFORD C. BERNSTEIN & CO., LLC

SANFORD C. BERNSTEIN & CO., INC.

Primary Firm SEC Registration

ONE CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/30/2000

SIE

Date: 2/6/2015

Series 7

Date: 10/16/2000

Series 31

Date: 8/8/2000

Current Firm

ONE CAPITAL MANAGEMENT, 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

ONE CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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