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Aamina Nadeem Siddiqui

Edelman Financial Engines

Atlanta, GA

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Current Employers
Edelman Financial Engines

3945 Freedom Circle, Santa Clara, CA 95054 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-08-03
GA RA APPROVED 2026-04-28
  • TX RA
    APPROVED
    Since 2026-08-03
  • GA RA
    APPROVED
    Since 2026-04-28

Branch Locations

200 Galleria Dr Se Suite 1805, Atlanta, GA 30339 • 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
Morgan Stanley Houston TX 07/2016 12/2016
Morgan Stanley Sugarland TX 12/2016 05/2018
Morgan Stanley Private Bank, N.A. New York NY 11/2016 05/2018
Charles Schwab & Co., Inc. Atlanta GA 06/2018 04/2021
Charles Schwab Bank Atlanta GA 06/2018 04/2021
Fidelity Investments Atlanta GA 04/2021 06/2024
1776 Wealth, Llc Atlanta GA 06/2024 08/2024
Irc Wealth Atlanta GA 11/2024 04/2026
Edelman Financial Engines Santa Clara CA 04/2026 Present
Previous Registrations
  • 2024-11-21 → 2026-04-28
    Irc Wealth
    Atlanta, GA
  • 2024-06-20 → 2024-08-30
    1776 Wealth Llc
    Sandy Springs, GA
  • 2021-06-11 → 2024-06-24
    Fidelity Personal And Workplace Advisors
    Westlake, TX
    Smyrna, GA
  • 2018-06-08 → 2021-03-16
    Charles Schwab & Co., Inc.
    The Woodlands, TX
    Atlanta, GA
  • 2016-10-20 → 2018-06-04
    Morgan Stanley
    Houston, TX
    Sugar Land, TX
Other Businesses

1) Impact100 Atlanta; INVESTMENT RELATED: No; ADDRESS: P.O. Box 133251, Atlanta, GA 30333; NATURE: Impact100 Atlanta is a diverse group of women committed to improving our community by collectively funding transformational grants to make a high impact and sustainable difference in Metro Atlanta. Although Impact100 is new to the Atlanta community, Impact100 Atlanta joins more than 70 sister chapters worldwide embracing the local collective giving model of Impact100.; POSITION: Finance Oversight; START DATE: 01/01/2026; NUMBER OF HOURS/MONTH: 02 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: Impact100 Atlanta is a diverse group of women committed to improving our community by collectively funding transformational grants to make a high impact and sustainable difference in Metro Atlanta. Although Impact100 is new to the Atlanta community, Impact100 Atlanta joins more than 70 sister chapters worldwide embracing the local collective giving model of Impact100.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-09-19
  • S66 Uniform Combined State Law Examination
    2016-09-19
Designations
Other Names
  • Aamina Daudpota
  • Aamina Nadeem Daudpota

View on SEC IAPD

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