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Syed Rizvi

Investment adviser representative at Alphaq Advisors
20 yearsExperience
2 statesRegistered in
$90.6MFirm assets
5 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourly

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

20 years in the industry.

  1. Loyal Venture Advisors IncAug 2024 to now
  2. Alphaq Advisors LLCJan 2006 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2005

State registrations

Registered as an investment adviser representative in 2 states (FL, TX).

Alphaq Advisors

Legal name: Alphaq Advisors LLC

$90.6MAssets managed
87Clients
2Advisers
5 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4790942
Firm CRD
141006
Advisor's SEC record (opens in a new tab)
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