MI
Mustafa K. Ismail
ISMAIL, MUSTAFA
CEDAR PARK, TX
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CRD#: 8031440
MI
Professional summary
Mustafa Khalid Ismail is a registered financial advisor currently at ISMAIL, MUSTAFA located in Cedar Park, Texas.
Mustafa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Mustafa 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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Mustafa Khalid Ismail'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
March 27, 2025 - Present
ISMAIL, MUSTAFA
RIA
CRD#: 334714
CEDAR PARK, 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(3/27/2025)
Current Firm
IM
ISMAIL, MUSTAFA
ISMAIL, MUSTAFA | MUSTAFA ISMAIL | ISMAIL, MUSTAFA KHALID
CRD#: 334714 / SEC#:
Texas
Registered Investment Advisory firm - (3/27/2025 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Cedar Park, TX
Mailing Address
Phone number
(512) 797-5302
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
