Syed Quadri

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 05/2016 → 05/2017
  Insight Global-Teleflex
  Morrisville, NC
• 08/2017 → 01/2019
  Fidelity Investments
  Durham, NC
• 02/2019 → 05/2019
  Fidelity Investments Institutional Services Company, Inc.
  Westlake, NC
• 06/2019 → 10/2020
  Fidelity Brokerage Services Llc
  Durham, NC
• 01/2021 → 05/2021
  Wells Fargo
  Charlotte, NC
• 01/2022 → Present
  Advisors Group
  Apex, NC
• 06/2021 → 12/2021
  Trueline
  Raleigh, NC
• 01/2024 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ

Previous Registrations

• 2022-01-18 → 2024-01-19
  Woodbury Financial Services, Inc.
  Oakdale, MN
• 2020-01-27 → 2020-11-10
  Fidelity Personal And Workplace Advisors
  Durham, NC

Exams

• S66 Uniform Combined State Law Examination
  2019-07-29

Other Names

• Syed Ahmed Moinuddin Quadri
• Syed Quadri