Investment adviser representative · Wakil Wealth Advisory LLC
Ahmed Mahmood
CRD 5440190 · Lawrenceville, GA
At a glance
Ahmed Mahmood is an investment adviser representative with Wakil Wealth Advisory LLC in Lawrenceville, GA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Ahmed’s SEC record dates to 2010, about 16 years ago.
Current advisory firm
- Wakil Wealth Advisory LLCSince April 2024Lawrenceville, GA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2010 (16 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 3 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Ahmed’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Wakil Wealth Advisory LLC
Every advisor at Wakil Wealth Advisory LLC →Financial advisors in Lawrenceville, GA →Advisor Moves: who changed firms this week →