Claim Profile
Unclaimed Profile
AW

Adam Siddiq Waglay

BUTTERFLY EQUITY LP·BEVERLY HILLS, California
Clean recordBUTTERFLY EQUITY LP
9595 WILSHIRE BLVD, SUITE 510, BEVERLY HILLS, CA 90212CRD# 4691035Firm CRD# 284667

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Adam Siddiq Waglay · BEVERLY HILLS, CA
Registration
CRD #4691035 · BUTTERFLY EQUITY LP
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Adam Siddiq Waglay is a registered financial advisor based in BEVERLY HILLS, California, affiliated with BUTTERFLY EQUITY LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

Speak with Adam

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Adam is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
BUTTERFLY EQUITY LP
BUTTERFLY EQUITY LP
AUM
$4.0B
Regulatory assets under management
Employees
37
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4691035
Firm CRD# 284667
View on FINRA BrokerCheck →

Looking for a financial advisor in BEVERLY HILLS?

Browse all registered financial advisors in BEVERLY HILLS, California or claim this profile if it's yours.

05

Frequently Asked Questions

What services does Adam Siddiq Waglay offer?
Adam Siddiq Waglay specializes in Retirement Planning. Contact their office in BEVERLY HILLS, California for a consultation.
What are Adam Siddiq Waglay's credentials?
Adam Siddiq Waglay is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Adam Siddiq Waglay located?
Adam Siddiq Waglay is based in BEVERLY HILLS, California, working with BUTTERFLY EQUITY LP. Their office serves clients in the BEVERLY HILLS metropolitan area and surrounding communities.
How does Adam Siddiq Waglay charge for services?
Adam Siddiq Waglay's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BUTTERFLY EQUITY LP?
BUTTERFLY EQUITY LP has approximately 37 employees and manages $4.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →