Zamir Siddiqi

Employer firm

One Capital Management, LLC CRD 114861

$8.53B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2011 → Present
  Wells Fargo Advisors Llc
  Beverly Hills, CA

Previous Registrations

• 2011-01-03 → 2015-02-06
  Wells Fargo Clearing Services, Llc
  Beverly Hills, CA
  Beverly Hills, CA
  Los Angeles, CA
  Beverly Hills, CA
• 2010-03-26 → 2011-01-03
  Wells Fargo Investments, Llc
  Beverly Hills, CA
• 2009-03-03 → 2010-03-12
  Barclays Capital Inc.
  Los Angeles, CA
• 2002-01-31 → 2008-11-24
  Alliancebernstein L.P.
  Los Angeles, CA

Other Businesses

ZMAN HOLDINGS; INVESTMENT RELATED; MANHATTAN BEACH, CA; REAL ESTATE HOLDING CO; OWNER; START DATE 8/2012; 1 HR PER MONTH; 0 HRS DURING TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2000-10-30