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Azmi Sharif

VerifiedPremier Advisor

Premier Advisor

Fourstar Wealth Advisors, LLC

Specializations
Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles

About Azmi Sharif

Azmi Sharif is a financial advisor with over 7 years of experience in the industry. Azmi is currently registered with Fourstar Wealth Advisors, LLC, and has previously worked at KCD Financial, Inc., Nobles & Richards, Inc., LPL Financial LLC and Woodbury Financial Services, Inc. Azmi holds a Series 66 license, as well as a Series 7 and SIE license. Azmi has experience working with a wide range of clients, including individuals, families, businesses, pension and profit-sharing plans, and charitable organizations. Azmi is committed to providing personalized financial advice to help clients reach their financial goals.

Firm Information

Azmi Sharif is currently registered with Fourstar Wealth Advisors, LLC. Fourstar Wealth Advisors, LLC is an investment advisory firm based in Chicago, IL. The firm has 19 licensed agents and 39 investment adviser representatives and manages over $1 billion in assets. They provide a range of advisory services, including financial planning, pension consulting, and portfolio management for individuals, pooled investment vehicles, and pension and profit-sharing plans. The firm primarily serves high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, and charitable organizations.
Fourstar Wealth Advisors, LLC

1 N. LASALLE STREET

CHICAGO, IL 60602

$1.02B

Assets Under Management

Not reported

Total Clients

36

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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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fixed fees

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

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percentage of assets

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

Azmi Sharif’s Registration & Firm History

IL

02/17/2023 - Present

Fourstar Wealth Advisors, LLC (CHICAGO IL)

IL

09/29/2023 - 07/25/2024

KCD FINANCIAL, INC. (Oakbrook Terrace IL)

TX

07/27/2023 - 08/17/2023

NOBLES & RICHARDS, INC. (PLANO TX)

IL

07/19/2018 - 01/19/2023

LPL FINANCIAL LLC (ELMHURST IL)

IL

07/27/2016 - 07/23/2018

WOODBURY FINANCIAL SERVICES, INC. (ELMHURST IL)

Licenses & Designations

BOTH

Issued 04/29/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/27/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 3 public disclosures for Azmi Sharif. Review regulatory record here.