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Sharif Azmi Sharif

Fourstar Wealth Advisors, LLC

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About Sharif Azmi Sharif

Sharif Azmi Sharif is an investment advisor representative with Fourstar Wealth Advisors, LLC. Sharif has been in the industry since 1995 and has experience with several financial firms including LPL Financial LLC and Woodbury Financial Services, Inc. Sharif has a Series 6 and Series 63 license and has passed the Uniform Investment Adviser Law Examination. Sharif focuses on portfolio management for individuals and pooled investment vehicles.

Firm Information

Sharif 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.

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Sharif Sharif’s Registration & Firm History

IL

02/17/2023 - Present

Fourstar Wealth Advisors, LLC (CHICAGO IL)

IL

07/19/2018 - 01/19/2023

LPL FINANCIAL LLC (ELMHURST IL)

IL

02/07/2007 - 07/23/2018

WOODBURY FINANCIAL SERVICES, INC. (ELMHURST IL)

IL

06/01/2005 - 02/09/2007

AXA ADVISORS, LLC (HINSDALE IL)

NY

11/03/1995 - 06/01/2005

MONY SECURITIES CORPORATION (NEW YORK NY)

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Licenses & Designations

IA

Issued 08/23/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/22/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/02/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

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