Khalid H. Usmani
Professional summary
Khalid Hasan Usmani, who also goes by Khalid Hasan Usmani, Khalid Usmani, is a registered financial advisor currently at ONE OAK located in Cabin John, Maryland.
Khalid is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Khalid has worked at 4 firms and has passed the Series 63, Series 65, Series 6TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Khalid Hasan Usmani's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 2, 2025 - Present
ONE OAK
February 20, 2025 - October 1, 2025
ONE OAK
September 12, 2024 - December 11, 2024
ALLSTATE FINANCIAL SERVICES, LLC
June 1, 2009 - July 22, 2014
MORGAN STANLEY
August 14, 2008 - June 1, 2009
MORGAN STANLEY & CO. LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/2/2025)
Exams
Series 6TO
Date: 9/12/2024
Investment Company Products/Variable Contracts Representative ExaminationCurrent Firm
ONE OAK
CRD#: 334282 / SEC#:
Contact information
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