Habib Anwar

SHARIAPORTFOLIO

Lake Mary, FL 32746

Some features on this profile are disabled

CRD#: 7232172

Professional summary

Habib Anwar is a registered financial advisor currently at SHARIAPORTFOLIO, INC. located in Lake Mary, Florida.

Habib is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Habib has worked at 2 firms and has passed the Series 66, Series 7TO 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Habib Anwar'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 29, 2024 - Present

SHARIAPORTFOLIO, INC.

Office #1: 1331 S. International Parkway Suite 2291, Lake Mary, FL 32746

RIA

CRD#: 173937

Lake Mary, FL

Past

June 9, 2021 - October 6, 2022

SHARIAPORTFOLIO, INC.

RIA

CRD#: 173937

LAKE MARY, FL

Past

July 2, 2020 - January 15, 2021

EDWARD JONES

RIA

CRD#: 250

FT COLLINS, CO

Past

June 11, 2020 - January 15, 2021

EDWARD JONES

CRD#: 250

FT COLLINS, CO

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".

SHARIAPORTFOLIO, INC.

CRD#: 173937 / SEC#: 801-80652

RIA

Registered Investment Advisory firm - (12/16/2014 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

Arizona
(8/22/2024)

IAR

California
(4/26/2024)

IAR

Colorado
(4/26/2024)

IAR

Florida
(1/16/2025)

IAR

Georgia
(7/26/2024)

IAR

Illinois
(3/29/2024)

IAR

Indiana
(3/29/2024)

IAR

Kentucky
(5/3/2024)

IAR

Maryland
(4/26/2024)

IAR

Michigan
(4/26/2024)

IAR

Minnesota
(3/29/2024)

IAR

New Jersey
(5/28/2024)

IAR

New York
(3/29/2024)

IAR

North Carolina
(6/4/2024)

IAR

Ohio
(4/1/2024)

IAR

Pennsylvania
(3/29/2024)

IAR

Texas
(3/29/2024)

IAR

Virginia
(3/29/2024)

IAR

Washington
(3/29/2024)

IAR

Wisconsin
(4/26/2024)

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 66

Date: 7/1/2020

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 6/11/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 5/9/2020

Securities Industry Essentials Examination

Current Firm

SHARIAPORTFOLIO, INC.

CRD#: 173937 / SEC#: 801-80652

RIA

Registered Investment Advisory firm - (12/16/2014 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1331 S. International Parkway Suite 2291, Lake Mary, FL 32746

Mailing Address

Phone number

(321) 275-5125

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (21 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (3/14/2025)

FORM ADV APPENDIX I DATED MARCH 2024 (3/14/2025)

Regulatory assets under management

Total Number of Accounts	2,054
AUM (Assets Under Management)	$ 260,863,548

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.

Similar Advisors

Anna Logan

EDWARD JONES

ST. LOUIS, MO

Stanley Freifeld

MCMILLAN ANALYSIS CORPORATION

RANDOLPH, NJ

James Barr

LPL FINANCIAL LLC

IAR

Lake Worth, FL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Habib Anwar

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Habib Anwar's CRS (Customer Relationship Summary).

Certified licenses

Experience

SHARIAPORTFOLIO, INC.

SHARIAPORTFOLIO, INC.

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

SHARIAPORTFOLIO, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 7/1/2020

Series 7TO

Date: 6/11/2020

SIE

Date: 5/9/2020

Current Firm

SHARIAPORTFOLIO, INC.

Contact information

SEC notice filing (21 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SHARIAPORTFOLIO, INC.

TRUST BUT VERIFY

Similar Advisors