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Mashhood Zafar Siddiqi

Siddiqi, Mashhood Z.

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About Mashhood Zafar Siddiqi

Mashhood Siddiqi is a registered investment advisor with over 40 years of experience in the financial services industry. Mashhood has a wealth of experience in the industry, having worked with several firms throughout his career. Currently, Mashhood is the owner of Siddiqi, Mashhood Z., a registered investment advisory firm located in Fort Lauderdale, Florida. Mashhood Zafar Siddiqi specializes in providing portfolio management services to individuals and has a strong track record of success. Mashhood is also a licensed representative with the State of Florida, New Jersey, and New York.

Firm Information

Mashhood Siddiqi is currently registered with Siddiqi, Mashhood Z.. Siddiqi, Mashhood Z. is an investment advisor with 1 registered representative and 1 investment advisor representative. The firm manages approximately $89.3 million in assets for 128 clients, primarily high-net-worth individuals and individuals other than high-net-worth. The firm offers portfolio management services for individuals.

$89.31M

Assets Under Management

Not reported

Total Clients

1

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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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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percentage of assets

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

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Mashhood Siddiqi’s Registration & Firm History

FL

10/16/2021 - Present

Siddiqi, Mashhood Z. (FORT LAUDERDALE FL)

FL

10/31/2005 - 09/01/2023

SAGEPOINT FINANCIAL, INC. (FT. LAUDERDALE FL)

AZ

05/19/1992 - 10/31/2005

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

MA

07/06/1987 - 07/01/1994

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

NA

07/26/1985 - 05/19/1992

ANCHOR NATIONAL FINANCIAL SERVICES, INC.

NA

03/22/1983 - 07/22/1985

CARDELL & ASSOCIATES, INCORPORATED

NA

09/28/1982 - 10/19/1984

JOHN HANCOCK DISTRIBUTORS, INC.

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Licenses & Designations

IA

Issued 09/08/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/27/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/13/2003

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 03/22/1990

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/18/1982

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Mashhood Zafar Siddiqi. Review regulatory record here.
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