Mohamad Nasir

ALLIED ASSET ADVISORS

Hometown, IL 60456

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CRD#: 6591203

Professional summary

Mohamad Nasir is a registered financial advisor currently at ALLIED ASSET ADVISORS INC located in Hometown, Illinois and GUIDANCE INVESTMENTS, LLC located in Reston, Virginia.

Mohamad is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Mohamad has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 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.

1. NSR 70; Non-Invested Related; Park Ridge, IL; Real Estate; Manager; Rental Properties; Start 1/10/2023; 1 hour per month, 0 during trading hours 2. Mohamad Nasir; Investment Related; McHenry, IL; Rental Property; Owner; 10/21 start date; 1 hour per month, 0 during trading hours. 3. Illinois State Employees Retirement System, State Pension, Not Investment Related, Member, Began 05/25/2023, Attend Meetings on Retirement Benefits, 1 Hour Per Month, Zero During Trading Hours

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mohamad Nasir'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

February 22, 2021 - Present

ALLIED ASSET ADVISORS INC

Office #1: 8925 S Kostner Avenue, Hometown, IL 60456

RIA

CRD#: 112441

Hometown, IL

Current

June 14, 2025 - Present

GUIDANCE INVESTMENTS, LLC

Office #1: 11107 Sunset Hills Rd 3rd Fl., Reston, VA, 20190

RIA

CRD#: 119897

Reston, VA

Past

April 8, 2016 - August 15, 2024

QUASAR DISTRIBUTORS, LLC

CRD#: 103848

Hometown, 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".

ALLIED ASSET ADVISORS INC

CRD#: 112441 / SEC#: 801-57323

RIA

Registered Investment Advisory firm - (3/3/2000 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

Illinois
(2/22/2021)

IAR

Virginia
(6/14/2025)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/22/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/5/2017

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 4/7/2016

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ALLIED ASSET ADVISORS INC

CRD#: 112441 / SEC#: 801-57323

RIA

Registered Investment Advisory firm - (3/3/2000 Approved)

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Contact information

Main Address

8925 S Kostner Avenue, Hometown, IL 60456

Mailing Address

Phone number

(877) 417-6161

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

ALLIED ASSET ADVISORS, INC. DISCLOSURE BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	1
AUM (Assets Under Management)	$ 199,800,000

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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Firm Stability Insights

Mohamad Nasir

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mohamad Nasir's CRS (Customer Relationship Summary).

Certified licenses

Experience

GUIDANCE INVESTMENTS, LLC

QUASAR DISTRIBUTORS, LLC

Primary Firm SEC Registration

ALLIED ASSET ADVISORS INC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/22/2021

Series 63

Date: 1/5/2017

SIE

Date: 10/1/2018

Series 6

Date: 4/7/2016

Current Firm

ALLIED ASSET ADVISORS INC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALLIED ASSET ADVISORS INC

TRUST BUT VERIFY

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