Anvar M. Izbakiev

SERENITY WEALTH ADVISORS LLC

Baltimore, MD 21208

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CRD#: 7070041

Professional summary

Anvar Mahsutovich Izbakiev, CFP® is a registered financial advisor currently at SERENITY WEALTH ADVISORS LLC located in Baltimore, Maryland.

Anvar is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Anvar 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: Ameritax Accounting and Finance, Inc. Investment Related: No Address of Other Business: 806 Reisterstown Rd, Suite 5, Pikesville, MD 21208 Nature of Other Business: Taxes and accounting Position: Owner, Tax CPA Start date: 11/04/2016 Hours per month devoted to other business: 20 hours per week Hours devoted to other business during securities trading hours: 20 hours per week Duties of other business: Accounting and tax preparation for clients Name: National Logistics, LLC Investment Related: No Address: 806 Reisterstown Rd, Suite 5, Baltimore, MD 21208 Nature of Business: Logistics company which provides dispatching service to truck drivers Position: Owner Start date of Relationship: 02/01/2017 Hours per month devoted to other business: Less than 10 hours per month Hours devoted to other business during securities trading hours: 0 hours Duties of other business: General supervision

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anvar Mahsutovich Izbakiev'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^®

Certified Financial Planner

Start date: 2018

Experience

Current

February 22, 2019 - Present

SERENITY WEALTH ADVISORS LLC

Office #1: 806 Reisterstown Rd Ste 5, Baltimore, MD 21208

RIA

CRD#: 300394

Baltimore, MD

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

Maryland
(2/22/2019)

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

SERENITY WEALTH ADVISORS LLC

CRD#: 300394 / SEC#:

Maryland

Registered Investment Advisory firm - (2/22/2019 Approved)

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Contact information

Main Address

806 Reisterstown Rd Ste 5, Baltimore, MD 21208

Mailing Address

Phone number

(410) 870-7440

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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