Aamina N. Siddiqui

IRC WEALTH

Atlanta, GA

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CRD#: 6508855

Professional summary

Aamina Nadeem Siddiqui, CFP®, who also goes by Aamina Nadeem Daudpota, Aamina Daudpota, is a registered financial advisor currently at IRC WEALTH located in Atlanta, Georgia.

Aamina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Aamina has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Aamina Nadeem Daudpota | Aamina Daudpota

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aamina Nadeem Siddiqui'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: 2021

Experience

Current

November 21, 2024 - Present

IRC WEALTH

RIA

CRD#: 132022

Atlanta, GA

Past

June 20, 2024 - August 30, 2024

1776 WEALTH LLC

RIA

CRD#: 286321

SANDY SPRINGS, GA

Past

June 11, 2021 - June 24, 2024

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

SMYRNA, GA

Past

June 2, 2021 - June 26, 2024

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

WESTLAKE, TX

Past

June 8, 2018 - March 16, 2021

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Atlanta, GA

Past

June 8, 2018 - March 16, 2021

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Atlanta, GA

Past

October 20, 2016 - June 4, 2018

MORGAN STANLEY

RIA

CRD#: 149777

SUGARLAND, TX

Past

October 20, 2016 - June 4, 2018

MORGAN STANLEY

CRD#: 149777

SUGARLAND, TX

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".

IRC WEALTH

INVESTORS RESEARCH CORPORATION | IRC WEALTH

CRD#: 132022 / SEC#: 801-64349

RIA

Registered Investment Advisory firm - (1/23/2006 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

Georgia
(11/21/2024)

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 66

Date: 9/19/2016

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: 10/20/2016

General Securities Representative Examination

Current Firm

IRC WEALTH

INVESTORS RESEARCH CORPORATION | IRC WEALTH

CRD#: 132022 / SEC#: 801-64349

RIA

Registered Investment Advisory firm - (1/23/2006 Approved)

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Contact information

Main Address

3050 Peachtree Road Nw Suite 220, Atlanta, GA 30305

Mailing Address

Phone number

(404) 968-9348

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

INVESTORS RESEARCH CORPORATION COMPLETE BROCHURE (2/13/2025)

Regulatory assets under management

Total Number of Accounts	1,012
AUM (Assets Under Management)	$ 578,150,873

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Aamina N. Siddiqui

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aamina Nadeem Siddiqui's CRS (Customer Relationship Summary).

Certified licenses

Experience

1776 WEALTH LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

MORGAN STANLEY

MORGAN STANLEY

Primary Firm SEC Registration

IRC WEALTH

State Registrations and Notice Filings

Exams

Series 66

Date: 9/19/2016

SIE

Date: 10/1/2018

Series 7

Date: 10/20/2016

Current Firm

IRC WEALTH

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

IRC WEALTH

TRUST BUT VERIFY

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