Mohamad Nasir

GUIDANCE INVESTMENTS

Reston, VA 20190

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CRD#: 6591203

Professional summary

Mohamad Nasir is a registered financial advisor currently at 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.

The advisor shows no other business activity.

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

June 14, 2025 - Present

GUIDANCE INVESTMENTS, LLC

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

RIA

CRD#: 119897

Reston, VA

Past

February 22, 2021 - December 31, 2025

ALLIED ASSET ADVISORS INC

RIA

CRD#: 112441

HOMETOWN, IL

Past

April 8, 2016 - August 15, 2024

QUASAR DISTRIBUTORS, LLC

CRD#: 103848

Hometown, IL

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

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

GUIDANCE INVESTMENTS, LLC

CRD#: 119897 / SEC#: 801-62614

RIA

Registered Investment Advisory firm - (9/18/2012 Terminated)

Virginia

Registered Investment Advisory firm - (9/18/2012 Approved)

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).

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Contact information

Main Address

11107 Sunset Hills Rd 3rd Fl., Reston, VA, 20190

Mailing Address

Phone number

(703) 885-0824

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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

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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

ALLIED ASSET ADVISORS INC

QUASAR DISTRIBUTORS, LLC

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

GUIDANCE INVESTMENTS, LLC

Contact information

Documents

Red Flags

Company Information

GUIDANCE INVESTMENTS, LLC

TRUST BUT VERIFY

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