TS
Talha G. Syed
STONEWEALTH ADVISORS
Coral Gables, FL 33134
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CRD#: 6918321
TS
Professional summary
Talha Ghani Syed, CFP® is a registered financial advisor currently at STONEWEALTH ADVISORS, LLC located in Coral Gables, Florida.
Talha is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Talha has worked at 1 firm .
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.
Name: Syed Manrara & Associates, LLC Investment Related: No Nature Of Business: Accounting Firm Position: Partner Start Date: 07/2017 Hours: 160/month Hours During Securities Trading Hours: 7 Duties: Accounting and Tax Advice & Preparation
CRS (Client Relationship Summary) - RIA
Click below to view Talha Ghani Syed'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®
CFP®
Start date: 2017
Experience
Current
May 30, 2018 - Present
STONEWEALTH ADVISORS, LLC
Office #1: 300 Sevilla Ave Suite 205, Coral Gables, FL 33134RIA
CRD#: 293600
Coral Gables, FL
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
Florida(5/30/2018)
Exams
Current Firm
SA
STONEWEALTH ADVISORS, LLC
STONEWEALTH ADVISORS, LLC
CRD#: 293600 / SEC#:
Florida
Registered Investment Advisory firm - (5/30/2018 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
300 Sevilla Ave Suite 205, Coral Gables, FL 33134
Mailing Address
Phone number
(305) 615-1458
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 5 |
| AUM (Assets Under Management) | $ 3,251,399 |
Red Flags
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Company Information
STONEWEALTH ADVISORS, LLC
CRD#: 293600Coral Gables, FL 33134TRUST BUT VERIFY
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