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Amal Hagisufi

Investment adviser representative at Uhy Wealth Management Ria LLC
11 yearsExperience
1 stateRegistered in
$102.6MFirm assets
Under 1 yearFirm 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 assets

Services the firm offers

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

  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

11 years in the industry.

  1. Uhy Wealth Management Ria LLCApr 2026 to now
  2. LPL Enterprise, LLCNov 2024 to now
  3. Prudential Insurance Company of AmericaSep 2018 to now
  4. Pruco Securities, LLC.Jul 2018 to Nov 2024
  5. Dal Global ServicesMar 2018 to Aug 2018
  6. Edward JonesAug 2015 to Mar 2018

Exams passed

  • Series 66 · Uniform Combined State Law2015

State registrations

Registered as an investment adviser representative in 1 state (CA).

Uhy Wealth Management Ria LLC

$102.6MAssets managed
89Clients
10Advisers
Under 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
6330461
Firm CRD
317608
Advisor's SEC record (opens in a new tab)
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