Zakariya Wahdan

ABSHER WEALTH MANAGEMENT

Chapel Hill, NC 27517

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CRD#: 6812480

Professional summary

Zakariya Wahdan, CIMA® is a registered financial advisor currently at ABSHER WEALTH MANAGEMENT, LLC located in Chapel Hill, North Carolina.

Zakariya is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Zakariya has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO and SIE 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 Zakariya Wahdan'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®

CIMA^®

Certified Investment Management Analyst

Experience

Current

May 18, 2021 - Present

ABSHER WEALTH MANAGEMENT, LLC

Office #1: 1450 Raleigh Road, Suite 105, Chapel Hill, NC 27517

RIA

CRD#: 304642

Chapel Hill, NC

Past

July 4, 2019 - November 21, 2019

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

CHAPEL HILL, NC

Past

November 30, 2018 - November 21, 2019

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

CHAPEL HILL, NC

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".

ABSHER WEALTH MANAGEMENT, LLC

CRD#: 304642 / SEC#: 801-117177

RIA

Registered Investment Advisory firm - (8/13/2019 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

North Carolina
(5/18/2021)

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: 7/3/2019

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/20/2019

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 11/30/2018

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 11/15/2018

Securities Industry Essentials Examination

Current Firm

ABSHER WEALTH MANAGEMENT, LLC

CRD#: 304642 / SEC#: 801-117177

RIA

Registered Investment Advisory firm - (8/13/2019 Approved)

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Contact information

Main Address

1450 Raleigh Road, Suite 105, Chapel Hill, NC 27517

Mailing Address

Phone number

(919) 283-2340

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ABSHER WEALTH MANAGEMENT FORM ADV PART 2A WRAP BROCHURE (3/19/2026)

ABSHER WEALTH MANAGEMENT FORM ADV PART 2A (3/19/2026)

Regulatory assets under management

Total Number of Accounts	2,468
AUM (Assets Under Management)	$ 1,260,905,144

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

Zakariya Wahdan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zakariya Wahdan's CRS (Customer Relationship Summary).

Certified licenses

Experience

ABSHER WEALTH MANAGEMENT, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

ABSHER WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/3/2019

Series 63

Date: 4/20/2019

Series 7TO

Date: 11/30/2018

SIE

Date: 11/15/2018

Current Firm

ABSHER WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ABSHER WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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