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Ibtasam Mahmood

AZZAD ASSET MANAGEMENT
Falls Church, VA 22042-4533
Some features on this profile are disabled
CRD#: 5016946
IM

Professional summary

Ibtasam Mahmood, CFP®, who also goes by Raj Mahmood, Raju Mahmood, is a registered financial advisor currently at AZZAD ASSET MANAGEMENT, INC. located in Falls Church, Virginia.

Ibtasam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Ibtasam has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 10, Series 9 and Series 26 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Raj Mahmood | Raju Mahmood

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 Ibtasam Mahmood'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®
CFP®

Certified Financial Planner

Experience

Current

January 24, 2019 - Present

AZZAD ASSET MANAGEMENT, INC.

Office #1: 3141 Fairview Park Drive Suite 355, Falls Church, VA 22042-4533
RIA
CRD#: 111291
Falls Church, VA
Past

September 27, 2018 - December 18, 2018

AMJ FINANCIAL WEALTH MANAGEMENT LLC

RIA
CRD#: 162878
LEESBURG, VA
Past

April 28, 2018 - September 14, 2018

AMJ FINANCIAL WEALTH MANAGEMENT LLC

RIA
CRD#: 162878
Leesburg, VA
Past

April 25, 2018 - December 24, 2018

TRIAD ADVISORS LLC

BD
CRD#: 25803
LEESBURG, VA
Past

January 27, 2017 - March 8, 2018

SCOTTRADE INVESTMENT MANAGEMENT

RIA
CRD#: 169988
SAINT LOUIS, MO
Past

August 4, 2016 - March 8, 2018

SCOTTRADE, INC.

BD
CRD#: 8206
VIENNA, VA
Past

October 28, 2014 - July 25, 2016

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
RESTON, VA
Past

October 27, 2014 - July 25, 2016

TD AMERITRADE, INC.

RIA
CRD#: 7870
RESTON, VA
Past

October 9, 2014 - July 25, 2016

TD AMERITRADE, INC.

BD
CRD#: 7870
RESTON, VA
Past

September 5, 2005 - September 17, 2014

PFS INVESTMENTS INC.

BD
CRD#: 10111
SPRINGFIELD, VA

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".
AA
AZZAD ASSET MANAGEMENT, INC.
AZZAD ASSET MANAGEMENT, INC.

CRD#: 111291 / SEC#: 801-57871

RIA
Registered Investment Advisory firm - (8/21/2000 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
Virginia
(1/24/2019)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/24/2014
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 9/21/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/9/2014
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 9/2/2005
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 2/9/2017
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 9/30/2016
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 26
Date: 1/4/2010
Investment Company Products/Variable Contracts Principal Examination

Current Firm

AA
AZZAD ASSET MANAGEMENT, INC.
AZZAD ASSET MANAGEMENT, INC.

CRD#: 111291 / SEC#: 801-57871

RIA
Registered Investment Advisory firm - (8/21/2000 Approved)
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Contact information

Main Address
3141 Fairview Park Drive Suite 355, Falls Church, VA 22042-4533
Mailing Address
Phone number
(703) 207-7005
Established
Firm type
Fiscal year end
# of Employees
15

SEC notice filing (25 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A BROCHURE (3/10/2025)
WRAP BROCHURE (3/10/2025)

Regulatory assets under management

Total Number of Accounts1,515
AUM (Assets Under Management)$ 1,616,062,636

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

AZZAD ASSET MANAGEMENT, INC.

CRD#: 111291Falls Church, VA 22042-4533

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