Eldin Feratovic

WAHED

Brooklyn, NY

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CRD#: 7199986

Professional summary

Eldin Feratovic is a registered financial advisor currently at WAHED located in Brooklyn, New York.

Eldin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Eldin has worked at 2 firms and has passed the Series 65, Series 63, Series 6TO 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.

Entity Name: All Bosniak-American Society, INC. Investment related: Yes "Address: Avenue P Brooklyn, NY 11204 Nature of the other business: Community Services Position/Title/Relationship: Board Member Start Date: 05/23/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: A non profit that works with the Bosniak community in America, specifically New York, to bring the community together. Organizing gatherings and events that are either recreational, educational, religious, etc. I will be the only person involved connected to JPMC. I am secretary and treasurer.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eldin Feratovic'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

August 7, 2024 - Present

WAHED

RIA

CRD#: 242793

Brooklyn, NY

Past

January 1, 2020 - July 12, 2022

J.P. MORGAN SECURITIES LLC

CRD#: 79

BROOKLYN, NY

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".

WAHED

WAHED | WAHED INVEST LLC | WAHED INVEST INC. | WAHED INVEST

CRD#: 242793 / SEC#: 801-106499

RIA

Registered Investment Advisory firm - (8/7/2015 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

New York
(8/7/2024)

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: 7/8/2024

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/10/2020

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Date: 12/27/2019

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 12/5/2019

Securities Industry Essentials Examination

Current Firm

WAHED

WAHED | WAHED INVEST LLC | WAHED INVEST INC. | WAHED INVEST

CRD#: 242793 / SEC#: 801-106499

RIA

Registered Investment Advisory firm - (8/7/2015 Approved)

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Contact information

Main Address

27 East 28th Street 8th Floor, New York, NY, 10016

Mailing Address

Phone number

+1 (855) 976-4747

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WAHED INVEST WRAP FEE BROCHURE (10/14/2025)

Regulatory assets under management

Total Number of Accounts	28,560
AUM (Assets Under Management)	$ 842,599,969

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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Eldin Feratovic

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eldin Feratovic's CRS (Customer Relationship Summary).

Certified licenses

Experience

WAHED

J.P. MORGAN SECURITIES LLC

Primary Firm SEC Registration

WAHED

State Registrations and Notice Filings

Exams

Series 65

Date: 7/8/2024

Series 63

Date: 1/10/2020

Series 6TO

Date: 12/27/2019

SIE

Date: 12/5/2019

Current Firm

WAHED

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WAHED

TRUST BUT VERIFY

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