Unclaimed Profile

Syed Rizvi

ALPHAQ ADVISORS LLC·WINTER PARK, Florida

Series 6, Series 65Clean record19 years registeredALPHAQ ADVISORS LLC

941 W. MORSE BLVD., WINTER PARK, FL 32789CRD# 4790942Firm CRD# 141006

Profile Verification

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

Identity

Syed Rizvi · WINTER PARK, FL

Registration

CRD #4790942 · ALPHAQ ADVISORS LLC · 19 years registered

Brand Profile

Not yet started

Career History

ALPHAQ ADVISORS

Jan 2026 – present

ALPHAQ ADVISORS

Aug 2006 – Dec 2025

Orlando, FL

Registrations & Exams

FINRA examinations passed

Series 6

Series 65

Registration record

First registered · August 23, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ALPHAQ ADVISORS LLC

CRD 141006 · SEC 801-121907

AUM

$332M

Regulatory assets under management

Employees

294 client accounts

Services offered by ALPHAQ ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ALPHAQ ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Syed Rizvi offer?

Syed Rizvi specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WINTER PARK, Florida for a consultation.

What are Syed Rizvi's credentials?

Syed Rizvi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Syed Rizvi located?

Syed Rizvi is based in WINTER PARK, Florida, working with ALPHAQ ADVISORS LLC. Their office serves clients in the WINTER PARK metropolitan area and surrounding communities.

How does Syed Rizvi charge for services?

Syed Rizvi's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ALPHAQ ADVISORS LLC?

ALPHAQ ADVISORS LLC has approximately 2 employees and manages $332M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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