Unclaimed Profile

Aamir Mohammad Sheikh

ECHELON CAPITAL STRATEGIES, LLC·OAKLAND, California

Series 7, Series 63, Series 65Clean record10 years registeredECHELON CAPITAL STRATEGIES, LLC

ONE KAISER PLAZA, OAKLAND, CA 94612CRD# 5030115Firm CRD# 169484

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Aamir Mohammad Sheikh · OAKLAND, CA

Registration

CRD #5030115 · ECHELON CAPITAL STRATEGIES, LLC · 10 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ECHELON CAPITAL STRATEGIES, LLC

ECHELON ASSET MANAGEMENT

Mar 2016 – Apr 2019

OAKLAND, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · March 8, 2016

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ECHELON CAPITAL STRATEGIES, LLC

CRD 169484 · SEC 801-106713

AUM

$14M

Regulatory assets under management

Employees

3 client accounts

Services offered by ECHELON CAPITAL STRATEGIES, LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at ECHELON CAPITAL STRATEGIES, LLC →

Introduction

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Frequently Asked Questions

What services does Aamir Mohammad Sheikh offer?

Aamir Mohammad Sheikh specializes in Investment Management, Retirement Planning, Wealth Management.

What are Aamir Mohammad Sheikh's credentials?

Aamir Mohammad Sheikh is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Aamir Mohammad Sheikh located?

Aamir Mohammad Sheikh is based in OAKLAND, California, last registered with ECHELON CAPITAL STRATEGIES, LLC.

How does Aamir Mohammad Sheikh charge for services?

Aamir Mohammad Sheikh'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 ECHELON CAPITAL STRATEGIES, LLC?

ECHELON CAPITAL STRATEGIES, LLC has approximately 5 employees and manages $14M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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