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Inactive

Aliredha Munir Walji

Shariaportfolio, Inc.

Lake Mary, FL

CRD 6531250

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Employer firm

Shariaportfolio, Inc. CRD 173937

$3.01B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Educational seminars

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

Current Employers
Shariaportfolio, Inc.

1331 S. International Parkway Suite 2291, Lake Mary, FL 32746 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2016-09-09
  • FL RA
    APPROVED
    Since 2016-09-09

Branch Locations

1331 S. International Parkway Suite 2291, Lake Mary, FL 32746 • 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
Shariaportfolio, Inc. Lake Mary FL 06/2015 06/2019
Shariaportfolio, Inc. Lake Mary FL 03/2019 Present
Shariaportfolio, Inc. Lake Mary FL 01/2022 Present
Previous Registrations
  • 2015-11-02 → 2025-12-31
    Shariaportfolio, Inc.
    Alexandria, VA
    Lake Mary, FL
    Sanford, FL
    Laurel, MD
    Longwood, FL
    Lake Mary, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-11-02
  • S65 Uniform Investment Adviser Law Examination
    2015-11-02

View on SEC IAPD

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Nearby Investors

JEFFREY JOSEPH HOVERMALE
RICHARD ALLEN HUMPHREYS
JOHN DUSTIN RIGGS

Nearby Offices

ROBO ADVISOR, INC. · LAKE MARY, FL
BLUESTAR WEALTH MANAGEMENT · LAKE MARY, FL
FAMILYWEALTH · LAKE MARY, FL

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