MU
Muhammad T. Uddin
CRESCENT INVESTMENT SOLUTIONS LLC
PLANO, TX 75074
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CRD#: 7935047
MU
Professional summary
Muhammad Taha Uddin is a registered financial advisor currently at CRESCENT INVESTMENT SOLUTIONS LLC located in Plano, Texas.
Muhammad is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Muhammad has worked at 1 firm and has passed the Series 65 exam.
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.
I am a Digital Technology Specialist for Microsoft. I spend 40 hours a week engaged in this activity.
CRS (Client Relationship Summary) - RIA
Click below to view Muhammad Taha Uddin'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®
NoneExperience
Current
August 8, 2024 - Present
CRESCENT INVESTMENT SOLUTIONS LLC
Office #1: 4740 14th Street, Plano, TX 75074RIA
CRD#: 331945
PLANO, TX
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
Texas(8/8/2024)
Current Firm
CI
CRESCENT INVESTMENT SOLUTIONS LLC
CRESCENT INVESTMENT SOLUTIONS LLC | CRESCENT INVESTMENTS
CRD#: 331945 / SEC#:
Texas
Registered Investment Advisory firm - (8/8/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4740 14th Street, Plano, TX 75074
Mailing Address
Phone number
(469) 666-7106
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 2 |
| AUM (Assets Under Management) | $ 45,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
