AZ
AZ

Aadil Haroon Zaman

22 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
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Location

580 Fishers Station Drive, Victor, NY, 14564

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Aadil works as a freelance actor, is the Board Treasurer for his coop building, and is an advisor with Wall Street Alliance Group. Aadil dedicates full-time hours to his advisory business and a few hours per week to insurance sales.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
June 2024 - Present · 1 yr 8 mos
Osaic Wealth, INC.
June 2024 - Present · 1 yr 8 mos
Previous Registrations
Securities America Advisors, INC.
September 2016 - June 2024 · 7 yrs 9 mos
Securities America, INC.Broker
September 2016 - June 2024 · 7 yrs 9 mos
Wall Street Financial Group, INC.Broker
June 2010 - September 2016 · 6 yrs 3 mos
Wall Street Financial Group, INC
June 2010 - September 2016 · 6 yrs 3 mos
National Asset Management, INC.
April 2009 - June 2010 · 1 yr 2 mos
National Securities CorporationBroker
January 2004 - June 2010 · 6 yrs 5 mos
Continental Broker-Dealer CORP.Broker
April 2003 - January 2004 · 9 mos
State Registrations43 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.