Syeda N. Iqbal

NASIRA FINANCIAL

SAN FRANCISCO, CA

CRD#: 6637867

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Professional summary

Syeda Nasira Iqbal, CFP®, who also goes by Nasira Iqbal, S. Nasira Iqbal, is a registered financial advisor currently at NASIRA FINANCIAL located in San Francisco, California and SAS FINANCIAL ADVISORS, LLC. located in San Francisco, California.

Syeda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Syeda has worked at 3 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Nasira Iqbal | S. Nasira Iqbal

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 Syeda Nasira Iqbal'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: 2012

Experience

Current

January 9, 2019 - Present

NASIRA FINANCIAL

RIA

CRD#: 299293

SAN FRANCISCO, CA

Current

June 6, 2023 - Present

SAS FINANCIAL ADVISORS, LLC.

Office #1: 50 California Street, San Francisco, CA 94111

RIA

CRD#: 288015

San Francisco, CA

Past

April 28, 2016 - September 27, 2016

MERCER GLOBAL ADVISORS INC.

RIA

CRD#: 147363

Walnut Creek, CA

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".

SAS FINANCIAL ADVISORS, LLC.

CRD#: 288015 / SEC#: 801-124837

RIA

Registered Investment Advisory firm - (5/2/2022 Approved)

California

Registered Investment Advisory firm - (7/30/2022 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.

Highlighted states indicate IAR registrations

IAR

California
(1/9/2019)

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

Current Firm

SAS FINANCIAL ADVISORS, LLC.

CRD#: 288015 / SEC#: 801-124837

RIA

Registered Investment Advisory firm - (5/2/2022 Approved)

California

Registered Investment Advisory firm - (7/30/2022 Terminated)

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Contact information

Main Address

50 California Street Suite 1500, San Francisco, CA 94111

Mailing Address

Phone number

(415) 277-5955

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SAS FINANCIAL ADVISORS - ADV PART 2B BROCHURE (2026) (3/20/2026)

SAS FINANCIAL ADVISORS - ADV PART 2A BROCHURE (2026) (3/20/2026)

Regulatory assets under management

Total Number of Accounts	471
AUM (Assets Under Management)	$ 166,998,844

Red Flags

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Firm Stability Insights

Syeda N. Iqbal

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Syeda Nasira Iqbal's CRS (Customer Relationship Summary).

Certified licenses

Experience

NASIRA FINANCIAL

SAS FINANCIAL ADVISORS, LLC.

MERCER GLOBAL ADVISORS INC.

Primary Firm SEC Registration

SAS FINANCIAL ADVISORS, LLC.

State Registrations and Notice Filings

Exams

Current Firm

SAS FINANCIAL ADVISORS, LLC.

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SAS FINANCIAL ADVISORS, LLC.

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