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Syeda Husnaa Mahmood

Sage Private Wealth Group, LLC

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About Syeda Husnaa Mahmood

Syeda Husnaa Mahmood is a financial advisor with Sage Private Wealth Group, LLC in Oakbrook Terrace, Illinois. Syeda has been in the industry for 2 years. She is registered with the state of Illinois. Syeda Mahmood holds Series 66, Series 7TO, and SIE licenses. Syeda is also registered with the Financial Industry Regulatory Authority (FINRA).

Firm Information

Syeda Mahmood is currently registered with Sage Private Wealth Group, LLC. Sage Private Wealth Group, LLC is an investment advisor located in Oakbrook Terrace, IL. The firm has 3 licensed agents, 8 investment advisor representatives, and 13 individuals with investment advisory functions. Sage Private Wealth Group, LLC manages approximately $364,442,106 in regulatory assets under management. The firm primarily serves individuals, with 101 high-net-worth clients and 284 individuals other than high-net-worth. The firm also provides portfolio management services for businesses. They offer financial planning and family office services.
Sage Private Wealth Group, LLC

18W140 BUTTERFIELD ROAD, SUITE 1160

OAKBROOK TERRACE, IL 60181

$364.44M

Assets Under Management

Not reported

Total Clients

8

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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family office services

Family office 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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percentage of assets

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

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Syeda Mahmood’s Registration & Firm History

IL

10/16/2024 - Present

Sage Private Wealth Group, LLC (Oakbrook Terrace IL)

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Licenses & Designations

BOTH

Issued 03/21/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/24/2022

Series 7TO - General Securities Representative Examination

BC

Issued 08/01/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BZX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Syeda Husnaa Mahmood.
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