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Shafaq Naeem Kazi

Shariaportfolio, Inc.

Lake Mary, FL

CRD 6903774

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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
TX RA APPROVED 2026-01-20
FL RA APPROVED 2018-05-07
  • TX RA
    APPROVED
    Since 2026-01-20
  • FL RA
    APPROVED
    Since 2018-05-07

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
Bayyinah Llc Irving TX 01/2013 07/2017
Shariaportfolio Lake Mary FL 11/2017 Present
Unemployed Austin TX 07/2017 11/2017
  • 01/2013 → 07/2017
    Bayyinah Llc
    Irving, TX
  • 11/2017 → Present
    Shariaportfolio
    Lake Mary, FL
  • 07/2017 → 11/2017
    Unemployed
    Austin, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-05-01
  • S65 Uniform Investment Adviser Law Examination
    2018-05-01
Other Names
  • Shafaq Kazi

View on SEC IAPD

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Nearby Investors

JEFFREY JOSEPH HOVERMALE
RICHARD ALLEN HUMPHREYS
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Nearby Offices

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

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