Murtaza Rizvi
Investment adviser representative at W&s Brokerage Services, Inc.
9 yearsExperience
1 stateRegistered in
$257.2MFirm assets
8 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
9 years in the industry.
- W&s Brokerage Services, Inc.Oct 2024 to now
- Western and Southern LifeOct 2024 to now
- UnemployedMar 2024 to Sep 2024
- Mochio DonutAug 2020 to Feb 2024
- UnemployedDec 2019 to Jul 2020
- Self EmployedDec 2017 to Nov 2019
- TD AmeritradeMay 2015 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
W&s Brokerage Services, Inc.
$257.2MAssets managed
772Clients
91Advisers
8 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
- 6435272
- Firm CRD
- 8099