Mohammed A Siddiqui
Investment adviser representative at Wealthcare Advisory Partners LLC
14 yearsExperience
1 stateRegistered in
$8.3BFirm assets
12 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
14 years in the industry.
- Wealthcare Advisory Partners LLCFeb 2025 to now
- Solution Sales Management LLCJan 2017 to now
- LPL Financial LLCNov 2017 to Aug 2018
- Trilogy FinancialApr 2012 to Feb 2025
- National Planning CorporationJan 2012 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (MA).
Wealthcare Advisory Partners LLC
$8.3BAssets managed
10,948Clients
172Advisers
12 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
- 6004854
- Firm CRD
- 171976