Azmi P. Sharif

FOURSTAR WEALTH ADVISORS

Oakbrook Terrace, IL 60181

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CRD#: 6481342

Professional summary

Azmi Patrick Sharif, who also goes by Azmi P Sharif, Azmi Sharif, Azmi Patrick Sharif, is a registered financial advisor currently at FOURSTAR WEALTH ADVISORS, LLC located in Oakbrook Terrace, Illinois and KCD FINANCIAL, INC. located in Green Bay, Wisconsin.

Azmi is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Azmi has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Azmi P Sharif | Azmi Sharif | Azmi Patrick Sharif

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.

1) 07/06/2018 - The Other Side of Medicine - DBA - investment related - at reported business location(s) 2) 9/21/2021 - Sharif Wealth Strategies - Investment Related - At Reported Business Location(s) - DBA for FourStar Wealth Advisors LLC - Started 09/06/2021 - 40 Hours Per Month/2 Hours During Market hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Azmi Patrick Sharif'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

February 17, 2023 - Present

FOURSTAR WEALTH ADVISORS, LLC

Office #1: 17 W 220 22nd St. Suite 250, Oakbrook Terrace, IL 60181

RIA

CRD#: 169613

Oakbrook Terrace, IL

Current

May 5, 2025 - Present

KCD FINANCIAL, INC.

Office #1: 3061 Allied Street Suite B, Green Bay, WI 54304

RIA

CRD#: 127473

Green Bay, WI

Past

September 29, 2023 - July 25, 2024

KCD FINANCIAL, INC.

CRD#: 127473

Oakbrook Terrace, IL

Past

July 27, 2023 - August 17, 2023

NOBLES & RICHARDS, INC.

CRD#: 146870

PLANO, TX

Past

January 26, 2023 - January 27, 2023

FOURSTAR WEALTH ADVISORS, LLC

RIA

CRD#: 169613

CHICAGO, IL

Past

July 19, 2018 - January 19, 2023

LPL FINANCIAL LLC

RIA

CRD#: 6413

ELMHURST, IL

Past

July 19, 2018 - January 19, 2023

LPL FINANCIAL LLC

CRD#: 6413

ELMHURST, IL

Past

August 16, 2016 - July 23, 2018

WOODBURY FINANCIAL SERVICES, INC.

RIA

CRD#: 421

ELMHURST, IL

Past

July 27, 2016 - July 23, 2018

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

ELMHURST, IL

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".

FOURSTAR WEALTH ADVISORS, LLC

FAMILY WEALTH LEGACY ADVISORS | GINGER ADVISORS, LLC | FOURSTAR WEALTH ADVISORS, LLC

CRD#: 169613 / SEC#: 801-110467

RIA

Registered Investment Advisory firm - (4/21/2017 Approved)

Illinois

Registered Investment Advisory firm - (4/21/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

Illinois
(2/17/2023)

Illinois
(10/28/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/29/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/27/2016

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

FOURSTAR WEALTH ADVISORS, LLC

FAMILY WEALTH LEGACY ADVISORS | GINGER ADVISORS, LLC | FOURSTAR WEALTH ADVISORS, LLC

CRD#: 169613 / SEC#: 801-110467

RIA

Registered Investment Advisory firm - (4/21/2017 Approved)

Illinois

Registered Investment Advisory firm - (4/21/2017 Terminated)

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Contact information

Main Address

1 N. Lasalle Street Suite 2225, Chicago, IL 60602

Mailing Address

Phone number

(312) 667-1750

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (34 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	3,309
AUM (Assets Under Management)	$ 1,240,902,908

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
07/29/2025	Cover Page	Report
05/28/2024	Cover Page	Report

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Azmi P. Sharif

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Azmi Patrick Sharif's CRS (Customer Relationship Summary).

Certified licenses

Experience

KCD FINANCIAL, INC.

KCD FINANCIAL, INC.

NOBLES & RICHARDS, INC.

FOURSTAR WEALTH ADVISORS, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

WOODBURY FINANCIAL SERVICES, INC.

WOODBURY FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

FOURSTAR WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/29/2016

SIE

Date: 10/1/2018

Series 7

Date: 7/27/2016

FINRA

Current Firm

FOURSTAR WEALTH ADVISORS, LLC

Contact information

SEC notice filing (34 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

FOURSTAR WEALTH ADVISORS, LLC

TRUST BUT VERIFY

Contact information

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