NV

Naushad Virji

VIRJI INVESTMENTS
Lake Mary, FL 32746
Some features on this profile are disabled
CRD#: 5027106
NV

Professional summary


Naushad Virji is a registered financial advisor currently at VIRJI INVESTMENTS, INC. located in Lake Mary, Florida and SHARIAPORTFOLIO, INC. located in Lake Mary, Florida.

Naushad is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Naushad has worked at 2 firms and has passed the Series 65 exam.

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.
The advisor shows no other business activity.

CRS (Client Relationship Summary) - RIA


Click below to view Naushad Virji'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

July 31, 2003 - Present

VIRJI INVESTMENTS, INC.

Office #1: 1331 S. International Pkwy Suite 2291, Lake Mary, FL 32746
RIA
CRD#: 137001
Lake Mary, FL
Current

December 16, 2014 - Present

SHARIAPORTFOLIO, INC.

Office #1: 1331 S. International Parkway Suite 2291, Lake Mary, FL 32746
RIA
CRD#: 173937
Lake Mary, FL
Past

January 2, 2015 - December 31, 2025

SHARIAPORTFOLIO, INC.

RIA
CRD#: 173937
LAKE MARY, FL

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".
SI
SHARIAPORTFOLIO, INC.
SHARIAPORTFOLIO, INC.

CRD#: 173937 / SEC#: 801-80652

RIA
Registered Investment Advisory firm - (12/16/2014 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
(7/8/2010)
IAR
Florida
(7/31/2003)
IAR
Illinois
(4/7/2011)
IAR
Indiana
(7/31/2009)
IAR
New Jersey
(11/25/2014)
IAR
Texas
(12/7/2011)

Exams


State Security Law Exam

Current Firm


SI
SHARIAPORTFOLIO, INC.
SHARIAPORTFOLIO, INC.

CRD#: 173937 / SEC#: 801-80652

RIA
Registered Investment Advisory firm - (12/16/2014 Approved)
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Contact information


Main Address
1331 S. International Parkway Suite 2291, Lake Mary, FL 32746
Mailing Address
Phone number
(321) 275-5125
Established
Firm type
Fiscal year end
# of Employees
17

SEC notice filing (24 States and Territories)


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

Regulatory assets under management


Total Number of Accounts2,054
AUM (Assets Under Management)$ 260,863,548

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SHARIAPORTFOLIO, INC.

CRD#: 173937Lake Mary, FL 32746

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