Investment adviser representative · Sar Wealth Management
Rizwan Rizwi
CRD 3215582 · Lynnwood, WA
At a glance
Rizwan Rizwi is an investment adviser representative with Sar Wealth Management in Lynnwood, WA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Rizwan’s SEC record dates to 2000, about 26 years ago.
Current advisory firm
- Sar Wealth ManagementSince February 2014Lynnwood, WA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2000 (26 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Rizwan’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
- 7 firmsLocked
- 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
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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.