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Shah Fahad Siddiqi

Integrity Advisory Solutions

Cypress, TX

Dallas, TX

CRD 7076958

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Employer firm

Integrity Advisory Solutions CRD 288817

$1.10B regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Integrity Advisory Solutions

1445 Ross Ave Fl 55, Dallas, TX 75202 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-06-05
  • TX RA
    APPROVED
    Since 2022-06-05

Branch Locations

Cypress, TX • United States

1445 Ross Ave Fl 55, Dallas, TX 75202 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles, CA 02/2019 02/2022
Madriver Pictures Los Angeles CA 01/2014 09/2017
Goldview Los Angeles CA 10/2017 02/2019
Bank Of America, N.A. Los Angeles CA 04/2019 02/2022
Burlington Alliance Capital Management Burlington NC 03/2022 08/2023
Integrity Advisory Solutions, Llc Burlington NC 09/2023 Present
  • 02/2019 → 02/2022
    Los Angeles,, CA
  • 01/2014 → 09/2017
    Madriver Pictures
    Los Angeles, CA
  • 10/2017 → 02/2019
    Goldview
    Los Angeles, CA
  • 04/2019 → 02/2022
    Bank Of America, N.A.
    Los Angeles, CA
  • 03/2022 → 08/2023
    Burlington Alliance Capital Management
    Burlington, NC
  • 09/2023 → Present
    Integrity Advisory Solutions, Llc
    Burlington, NC
Previous Registrations
Other Businesses

(1) Siddiqi Ventures LLC; Not Investment Related; 8318 Durham Canyon Lane, Cypress, TX 77433; Personal holding company; Member; 01/01/2021; 0 hours per month; 0 hours during security hours. Personal holding company.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-06-14
  • S66 Uniform Combined State Law Examination
    2019-06-14
Other Names
  • Fahad Siddiqi
  • Fahd Siddiqi
  • Shah Siddiqi

View on SEC IAPD

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