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Sheena Effendi

Fiducient Advisors LLC

Mclean, VA

Chicago, IL

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Current Employers
Fiducient Advisors Llc

500 W Madison Street Suite 3260, Chicago, IL 60661-4593 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2018-03-22
  • VA RA
    APPROVED
    Since 2018-03-22

Branch Locations

1430 Spring Hill Road #320, Mclean, VA 22102 • United States

500 W Madison Street Suite 3260, Chicago, IL 60661-4593 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Orion Investment Advisers Mclean VA 01/2009 03/2018
Fiducient Advisors Chicago IL 03/2018 11/2022
Fiducient Advisors Chicago IL 11/2022 Present
  • 01/2009 → 03/2018
    Orion Investment Advisers
    Mclean, VA
  • 03/2018 → 11/2022
    Fiducient Advisors
    Chicago, IL
  • 11/2022 → Present
    Fiducient Advisors
    Chicago, IL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-12-26
  • S66 Uniform Combined State Law Examination
    2001-12-26

View on SEC IAPD

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