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Syed Fazal Mehdi

SSI INVESTMENT MANAGEMENT LLC·LOS ANGELES, California
Unclaimed Profile
2121 AVENUE OF THE STARS, LOS ANGELES, CA 90067CRD# 2599749Firm CRD# 104889
01

About

Syed Fazal Mehdi is a registered financial advisor based in LOS ANGELES, California, affiliated with SSI INVESTMENT MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
SSI INVESTMENT MANAGEMENT LLC
SSI INVESTMENT MANAGEMENT LLC
AUM
$2.0B
Regulatory assets under management
Employees
27
Total firm employees
View all advisors at SSI INVESTMENT MANAGEMENT LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Other: A PERCENTAGE OF ASSETS UNDER ADVISEMENT
Regulatory
SEC/IARD CRD# 2599749
Firm CRD# 104889
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Syed Fazal Mehdi offer?
Syed Fazal Mehdi specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in LOS ANGELES, California for a consultation.
What are Syed Fazal Mehdi's credentials?
Syed Fazal Mehdi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Syed Fazal Mehdi located?
Syed Fazal Mehdi is based in LOS ANGELES, California, working with SSI INVESTMENT MANAGEMENT LLC. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.
How does Syed Fazal Mehdi charge for services?
Syed Fazal Mehdi's firm is compensated through percentage of aum, other: a percentage of assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SSI INVESTMENT MANAGEMENT LLC?
SSI INVESTMENT MANAGEMENT LLC has approximately 27 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)NEWPORT BEACH (631)
City Guides
SAN FRANCISCO GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO GuideNEWPORT BEACH Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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