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Shah Fahad Siddiqi

Integrity Advisory Solutions

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About Shah Fahad Siddiqi

Shah Siddiqi is a financial advisor currently registered with Integrity Advisory Solutions in Cypress, TX. Shah has been in the industry since May 2019 and has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Shah is licensed in Texas, Louisiana, and North Carolina and holds the Series 3, 7, 30, 34, and 66 licenses. Shah provides financial planning, portfolio management for individuals, and other consulting services.

Firm Information

Shah Siddiqi is currently registered with Integrity Advisory Solutions. Integrity Advisory Solutions is a Dallas, TX-based registered investment advisor with approximately $147,498,323 in regulatory assets under management. The firm provides financial planning, selection of other advisors, and portfolio management for individuals and high-net-worth individuals. Integrity Advisory Solutions also offers consulting services and participates in a wrap fee program. They have a total of 783 accounts, including 783 discretionary accounts and 0 non-discretionary accounts. The firm has 24 licensed agents, 35 investment adviser representatives, 23 registered representatives, 39 investment advisory functions, and 17 adviser representatives for other investment advisors.
Integrity Advisory Solutions

1445 ROSS AVE FL 55

DALLAS, TX 75202

$147.50M

Assets Under Management

Not reported

Total Clients

50

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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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.

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consulting services

Consulting services

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.

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Shah Siddiqi’s Registration & Firm History

TX

06/05/2022 - Present

Integrity Advisory Solutions (Cypress TX)

TX

05/10/2019 - 02/03/2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)

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Licenses & Designations

BOTH

Issued 06/14/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/19/2016

Series 30 - NFA Branch Manager Examination

BC

Issued 02/05/2024

Series 34 - Retail Off-Exchange FOREX Examination

BC

Issued 01/20/2024

Series 3 - National Commodity Futures Examination

BC

Issued 05/10/2019

Series 7TO - General Securities Representative Examination

BC

Issued 04/01/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Shah Fahad Siddiqi.
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