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MA

Muhammad Z. Aziz

INNOVATIVE WEALTH ADVISORS LLC
Encino, CA 91436
Some features on this profile are disabled
CRD#: 5133852
MA

Professional summary

Muhammad Zahid Aziz is a registered financial advisor currently at INNOVATIVE WEALTH ADVISORS LLC located in Encino, California.

Muhammad is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Muhammad has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

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.
MR.AZIZ IS ACTIVELY INVOLVED IN HIS BUSINESS OF PROVIDING ACCOUNTING SERVICES THROUGH MILLER WARD & CO. THIS IS A PRIMARY BUSINESS. MOST OF HIS TIME IS SPENT WITH THIS ACTIVITY.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Muhammad Zahid Aziz's 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

May 26, 2015 - Present

INNOVATIVE WEALTH ADVISORS LLC

Office #1: 16130 Ventura Blvd. Suite 400, Encino, CA 91436
RIA
CRD#: 175324
Encino, CA
Past

March 21, 2011 - September 17, 2015

INNOVATIVE WEALTH ADVISORS LLC

RIA
CRD#: 153981
ENCINO, CA

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
(5/26/2015)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/13/2010
Uniform Investment Adviser Law Examination

Current Firm

IW
INNOVATIVE WEALTH ADVISORS LLC
INNOVATIVE WEALTH ADVISORS LLC

CRD#: 175324 / SEC#:

California
Registered Investment Advisory firm - (5/26/2015 Approved)
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Contact information

Main Address
16130 Ventura Blvd. Suite 400, Encino, CA 91436
Mailing Address
Phone number
(818) 385-4997
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

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

INNOVATIVE WEALTH ADVISORS LLC

CRD#: 175324Encino, CA 91436

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