Gulrez Arshad

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CRD#: 4343242

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Gulrez Arshad was a registered financial professional .

Gulrez is a previously registered financial professional and started their career in finance in 2016. Gulrez had worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

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.

(1)Director Aliaswire, Inc. 152 Middlesex Turnpike Burlington, MA 01803 (2)Trustee or Co-Trustee on five accounts.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

November 7, 2016 - December 20, 2022

NULAND & ARSHAD INC

RIA

CRD#: 104706

Boston, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

Current Firm

NULAND & ARSHAD INC

NULAND & ARSHAD INC | NULAND & ARSHAD ONE, LLC.

CRD#: 104706 / SEC#: 801-35870

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Contact information

Main Address

1528 Tremont Street Suite 2b Po Box 2142, Duxbury, MA 02331

Mailing Address

Phone number

(617) 261-7687

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	73
AUM (Assets Under Management)	$ 73,168,646

Red Flags

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