linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Adil Noorallah MacKwani

M & A Wealth

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Adil? Claim Your Profile

About Adil Noorallah MacKwani

Adil Noorallah MacKwani is an investment advisor representative with M&A Wealth. Adil has been working in the financial services industry since 2016 and holds a Series 6, Series 63, and Series 65 license. Adil has worked with previous firms like PARK AVENUE SECURITIES LLC and FORESTERS FINANCIAL SERVICES, INC. Adil is registered in Georgia and Texas. Adil specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors.

Firm Information

Adil MacKwani is currently registered with M & A Wealth. M&A Wealth is an independent registered investment advisor with $9.05 million in regulatory assets under management. The firm provides portfolio management services for individuals, businesses, and pooled investment vehicles. They also offer financial planning and selection of other advisors. The firm has 2 licensed agents and 2 investment advisor representatives.

$9.05M

Assets Under Management

1

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Adil MacKwani’s Registration & Firm History

TX

12/06/2018 - Present

M&A Wealth (SUGARLAND TX)

TX

06/02/2017 - 10/15/2018

PARK AVENUE SECURITIES LLC (HOUSTON TX)

TX

09/17/2016 - 12/14/2016

FORESTERS FINANCIAL SERVICES, INC. (HOUSTON TX)

Not sure if Adil Noorallah MacKwani is right for you?

Licenses & Designations

IA

Issued 04/30/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/04/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/17/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Adil Noorallah MacKwani.
Not sure if Adil Noorallah MacKwani is right for you?