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Shadman Sakib

Mercury Investment Services LLC

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About Shadman Sakib

Shadman Sakib is a financial professional with experience in the industry since 2015. Shadman is currently registered with Mercury Investment Services LLC and holds Series 6, 7TO, 63 and 65 licenses. Previously, Shadman worked at Brex Treasury LLC and Citigroup Global Markets Inc. and J.P. Morgan Securities LLC.

Firm Information

Shadman Sakib is currently registered with Mercury Investment Services LLC. Mercury Investment Services LLC is a Limited Liability Company formed on January 11, 2023. The firm is registered in California and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

3

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.

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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Shadman Sakib’s Registration & Firm History

CA

04/22/2024 - Present

Mercury Investment Services LLC (SAN FRANCISCO CA)

UT

08/11/2021 - 03/22/2023

BREX TREASURY LLC (SALT LAKE CITY UT)

NY

06/26/2017 - 07/28/2021

CITIGROUP GLOBAL MARKETS INC. (BROOKLYN NY)

NY

05/09/2014 - 06/02/2017

J.P. MORGAN SECURITIES LLC (BROOKLYN NY)

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Licenses & Designations

IA

Issued 08/10/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/22/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/18/2020

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/09/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Shadman Sakib.
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