Ziad Juma Hassan-mohammed
Investment adviser representative at Sharp Financial
11 yearsExperience
1 stateRegistered in
$502.1MFirm assets
9 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Sharp FinancialMar 2026 to now
- J. Alden Associates, Inc.Jun 2025 to now
- Sharp Wealth Advisory, LLCJun 2025 to now
- Capfinancial Securities, LLCOct 2019 to Jun 2025
- Raymond James Financial Services, Inc.Oct 2015 to Oct 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
Sharp Financial
Legal name: Sharp Wealth Advisory, LLC
$502.1MAssets managed
194Clients
6Advisers
9 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
- 5948853
- Firm CRD
- 289325