Mohammed A Siddiqui

Employer firm

Wealthcare Advisory Partners LLC CRD 171976

$8.29B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 01/2012 → 11/2017
  National Planning Corporation
  Wobrun, MA
• 01/2017 → Present
  Solution Sales Management Llc
  Natick, MA
• 11/2017 → 08/2018
  Lpl Financial Llc
  Woburn, MA
• 04/2012 → 02/2025
  Trilogy Financial
  Woburn, MA
• 02/2025 → Present
  Wealthcare Advisory Partners Llc
  Natick, MA

Previous Registrations

• 2017-07-07 → 2025-03-03
  Trilogy Capital, Inc.
  Woburn, MA
  Irvine, CA

Other Businesses

1) Solution Sales Management LLC ; Not Investment Related; Home office; Consulting services focused on clean energy and transportation; President; 1/3/2017; 15 hours per month; 8 during trading hours; Sales, business development, partnership development and maintenance of the partnerships

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-06-08
• S63 Uniform Securities Agent State Law Examination
  2012-02-13