Investment adviser representative · Sas Financial Advisors, LLC.
Syeda N. Iqbal
CRD 6637867 · San Francisco, CA
At a glance
Syeda N. Iqbal is an investment adviser representative with Sas Financial Advisors, LLC. in San Francisco, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Syeda’s SEC record dates to 2016, about 10 years ago. Designations on file: Certified Financial Planner.
Current advisory firms
- Sas Financial Advisors, LLC.Since September 2025San Francisco, CA · $167M in regulatory assets
- Nasira FinancialSince September 2025San Francisco, CA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2016 (10 years)
- Designations
- Certified Financial Planner
- Exams
- –
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Syeda’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 Sas Financial Advisors, LLC.
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