Mursaleen M. Tariq

PEACE OF MIND WEALTH MANAGEMENT

RALEIGH, NC 27607

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CRD#: 6285352

Professional summary

Mursaleen Mohammad Tariq, CFP®, who also goes by Murs Tariq, Mursaleen M Tariq, is a registered financial advisor currently at PEACE OF MIND WEALTH MANAGEMENT located in Raleigh, North Carolina.

Mursaleen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Mursaleen has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Murs Tariq | Mursaleen M Tariq

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.

4/2020 PEACE OF MIND WEALTH MANAGEMENT DOING ADVISORY BUSINESS FOR REUTEMANN FINANCIAL SOLUTIONS, INC, RALEIGH, NC., FKM DEVELOPERS LLC, 1/2007, NOT INVESTMENT RELATED, 6145 PARKDALE DRIVE, CLEMMONS, NC 27012, REAL ESTATE/LAND DEVELOPMENT, LOTS FOR RESIDENTIAL CONTRUCTION, 33% PARTNER, 5-7 HOURS/MONTH NONE DURING TRADING HOURS, DUTIES-MANAGEMENT, ADMINISTRATIVE. Sell fixed insurance products Member, POM Tax Strategies, LLC. Tax preparation and filing services. Affiliated entity under common ownership. Hours spent per month - 25.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mursaleen Mohammad Tariq'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

Start date: 2014

Experience

Current

December 21, 2021 - Present

PEACE OF MIND WEALTH MANAGEMENT

Office #1: 4101 Lake Boone Trail Suite 111, Raleigh, NC 27607

RIA

CRD#: 317067

RALEIGH, NC

Past

January 2, 2014 - January 3, 2022

RESEARCH FINANCIAL STRATEGIES

RIA

CRD#: 153247

RALEIGH, NC

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".

PEACE OF MIND WEALTH MANAGEMENT

PEACE OF MIND WEALTH MANAGEMENT | POM INVESTMENT STRATEGIES, LLC

CRD#: 317067 / SEC#: 801-122681

RIA

Registered Investment Advisory firm - (11/16/2021 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

North Carolina
(12/21/2021)

IAR

Texas
(3/17/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/24/2013

Uniform Investment Adviser Law Examination

Current Firm

PEACE OF MIND WEALTH MANAGEMENT

PEACE OF MIND WEALTH MANAGEMENT | POM INVESTMENT STRATEGIES, LLC

CRD#: 317067 / SEC#: 801-122681

RIA

Registered Investment Advisory firm - (11/16/2021 Approved)

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Contact information

Main Address

4101 Lake Boone Trail Suite 111, Raleigh, NC 27607

Mailing Address

Phone number

(919) 787-8866

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (10/31/2025)

Regulatory assets under management

Total Number of Accounts	783
AUM (Assets Under Management)	$ 214,091,523

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.

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Mursaleen M. Tariq

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mursaleen Mohammad Tariq's CRS (Customer Relationship Summary).

Certified licenses

Experience

PEACE OF MIND WEALTH MANAGEMENT

RESEARCH FINANCIAL STRATEGIES

Primary Firm SEC Registration

PEACE OF MIND WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 5/24/2013

Current Firm

PEACE OF MIND WEALTH MANAGEMENT

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PEACE OF MIND WEALTH MANAGEMENT

TRUST BUT VERIFY

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