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Amal Hagisufi

UHY WEALTH MANAGEMENT RIA
San Diego, CA 92105
Some features on this profile are disabled
CRD#: 6330461
AH

Professional summary

Amal Hagisufi is a registered financial advisor currently at UHY WEALTH MANAGEMENT RIA LLC located in San Diego, California.

Amal is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Amal has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amal Hagisufi'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

April 20, 2026 - Present

UHY WEALTH MANAGEMENT RIA LLC

Office #1: 9171 Town Center Rd., San Diego, CA 92105
RIA
CRD#: 317608
San Diego, CA
Past

November 14, 2024 - April 1, 2026

LPL ENTERPRISE, LLC

RIA
CRD#: 8733
SAN DIEGO, CA
Past

November 14, 2024 - April 1, 2026

LPL ENTERPRISE, LLC

BD
CRD#: 8733
SAN DIEGO, CA
Past

September 19, 2018 - November 14, 2024

PRUCO SECURITIES, LLC.

RIA
CRD#: 5685
San Diego, CA
Past

August 15, 2018 - November 14, 2024

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
San Diego, CA
Past

November 24, 2015 - April 10, 2018

EDWARD JONES

RIA
CRD#: 250
LA MESA, CA
Past

November 2, 2015 - April 10, 2018

EDWARD JONES

BD
CRD#: 250
LA MESA, 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
(4/20/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/21/2015
Uniform Combined 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: 11/2/2015
General Securities Representative Examination

Current Firm

UW
UHY WEALTH MANAGEMENT RIA LLC
UHY WEALTH MANAGEMENT RIA LLC

CRD#: 317608 / SEC#:

Michigan
Registered Investment Advisory firm - (6/27/2024 Approved)
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Contact information

Main Address
27725 Stansbury Blvd, Suite 385, Farmington Hills, MI 48334
Mailing Address
Phone number
(248) 609-1610
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV
0

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

UHY WEALTH MANAGEMENT RIA LLC

CRD#: 317608San Diego, CA 92105

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