Wahidah Aziz

FREC

Oakland, CA

Some features on this profile are disabled

CRD#: 7831520

Professional summary

Wahidah Aziz is a registered financial advisor currently at FREC located in Oakland, California.

Wahidah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Wahidah has worked at 2 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

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.

Wahidah Aziz; an investment-related activity; 250 King St, Unit 520 San Francisco, CA 94107; Investing education sessions in partnership with a nonprofit company; teaching - owner; start date 03/2020; 20 hours per month during non-trading hours, No work done during trading hours; production and teaching of investment related sessions and videos on YouTube.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Wahidah Aziz'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 4, 2026 - Present

FREC

RIA

CRD#: 325982

Oakland, CA

Past

February 1, 2024 - May 12, 2025

BRIO FINANCIAL GROUP

RIA

CRD#: 289889

SAN FRANCISCO, CA

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".

FREC

FREC | FREC ADVISERS LLC

CRD#: 325982 / SEC#: 801-127783

RIA

Registered Investment Advisory firm - (4/27/2023 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

California
(8/4/2026)

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: 1/31/2024

Uniform Investment Adviser Law Examination

Current Firm

FREC

FREC | FREC ADVISERS LLC

CRD#: 325982 / SEC#: 801-127783

RIA

Registered Investment Advisory firm - (4/27/2023 Approved)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

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

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

Contact information

Main Address

171 2nd Street 3rd Floor, San Francisco, CA, 94105

Mailing Address

Phone number

(855) 900-3732

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (22 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FREC ADVISERS LLC FORM ADV PART 2A DISCLOSURE BROCHURE (1/23/2026)

Regulatory assets under management

Total Number of Accounts	820
AUM (Assets Under Management)	$ 119,214,747

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

Guy Peel

OSAIC WEALTH, INC.

IAR

HELENA, MT

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

IAR

ESTERO, FL

Jeffrey Meotti

MORGAN STANLEY

IAR

MADISON, CT

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Wahidah Aziz

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Wahidah Aziz's CRS (Customer Relationship Summary).

Certified licenses

Experience

FREC

BRIO FINANCIAL GROUP

Primary Firm SEC Registration

FREC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/31/2024

Current Firm

FREC

Contact information

SEC notice filing (22 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FREC

TRUST BUT VERIFY

Similar Advisors