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AN

Asad A. Naqvi

DRIVEWEALTH
New York, NY 10005
Some features on this profile are disabled
CRD#: 6870432
AN

Professional summary


Asad Ali Naqvi, who also goes by Asad A Naqvi, Asad Naqvi, is a registered financial professional currently at DRIVEWEALTH, LLC located in New York, New York.

Asad is registered as a RR (Registered Representative) and started their career in finance in 2020. Asad has worked at 2 firms and has passed the Series 63, Series 7TO, SIE and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Asad A Naqvi | Asad Naqvi

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) - BD


Click below to view Asad Ali Naqvi'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

June 1, 2022 - Present

DRIVEWEALTH, LLC

Office #1: 28 Liberty Street 50th Floor, New York, NY, 10005
BD
CRD#: 165429
New York, NY
Past

October 2, 2020 - April 26, 2022

UBS SECURITIES LLC

BD
CRD#: 7654
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
New Jersey
(6/1/2022)
RR
New York
(6/1/2022)

Exams


State Security Law Exam
RR
Series 63
Date: 10/23/2020
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/2/2020
General Securities Representative Examination
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
Cboe BYX Exchange, Inc.
SRO Registrations
RR
Cboe BZX Exchange, Inc.
SRO Registrations
RR
Cboe EDGA Exchange, Inc.
SRO Registrations
RR
Cboe EDGX Exchange, Inc.
SRO Registrations
RR
FINRA
SRO Registrations
RR
NYSE American LLC
SRO Registrations
RR
NYSE Arca, Inc.
SRO Registrations
RR
NYSE National, Inc.
SRO Registrations
RR
NYSE Texas, Inc.
SRO Registrations
RR
New York Stock Exchange

Current Firm


DL
DRIVEWEALTH, LLC
DRIVEWEALTH, LLC | MYSOLOMEO, LLC

CRD#: 165429 / SEC#: , 8-69161

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
28 Liberty Street 50th Floor, New York, NY 10005
Mailing Address
28 Liberty Street 50th Floor, New York, NY 10005
Phone number
(973) 559-6750
Established
New Jersey since 05/24/2012
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
DRIVEWEALTH HOLDINGS, INC.SOLE MEMBER
BLANGIARDO, ALESSIOFINANCIAL & OPERATIONS PRINCIPAL5600541
ILARIO, ANTHONYCOO2262100
LAMKE, JAMES DANIELCHIEF COMPLIANCE OFFICER1418047
PALAPARTHI, VENU MADHAVCHIEF EXECUTIVE OFFICER2437777
POND, ERICROSFP6069469
QUINONES, VINCENT JOSEPHHEAD OF EXECUTION SERVICES4308610

Disclosures


Regulatory Event1

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


DRIVEWEALTH, LLC

CRD#: 165429New York, NY 10005

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