Shamez Mansur Kassam
Investment adviser representative at Designed Wealth USA Ltd.
14 yearsExperience
1 stateRegistered in
CFADesignation
$5.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- Designed Wealth USA Ltd.Jan 2026 to now
- Designed SecuritiesJul 2024 to now
- Northfront FinancialSep 2019 to Jun 2024
- Northfront Financial USA IncSep 2019 to Jun 2024
- Raymond James (USA) LtdDec 2013 to Aug 2019
- Raymond James LtdMay 2012 to Aug 2019
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (SC).
Designed Wealth USA Ltd.
$5.3MAssets managed
11Clients
10Advisers
1 yearIn 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
- 4943514
- Firm CRD
- 337487