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TS

Tariq Siyam

2201 CAPITAL
BOSTON, MA 02108
Some features on this profile are disabled
CRD#: 6867557
TS

Professional summary

Tariq Siyam, who also goes by Tariq F. Siyam, is a registered financial advisor currently at 2201 CAPITAL, LLC located in Boston, Massachusetts.

Tariq is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Tariq has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Tariq F. Siyam

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 Tariq Siyam'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®
None

Experience

Current

March 31, 2026 - Present

2201 CAPITAL, LLC

Office #1: 7 Marshall St Suite 201, Boston, MA 02108
RIA
CRD#: 341112
BOSTON, MA

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
Massachusetts
(3/31/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/11/2026
Uniform Investment Adviser Law Examination

Current Firm

2C
2201 CAPITAL, LLC
2201 CAPITAL, LLC | SFZ CAPITAL

CRD#: 341112 / SEC#: 801-135715

RIA
Registered Investment Advisory firm - (2/27/2026 120-Day Approval)
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Contact information

Main Address
7 Marshall St Suite 201, Boston, MA 02108
Mailing Address
Phone number
(201) 446-2992
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (2 States and Territories)

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Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A- 2201 CAPITAL, LLC (2/26/2026)
0

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.

Company Information

2201 CAPITAL, LLC

CRD#: 341112Boston, MA 02108

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