Azmi Sharif
Investment adviser representative at Fourstar Wealth Advisors, LLC
11 yearsExperience
2 statesRegistered in
$1.4BFirm 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.
- Fourstar Wealth Advisors, LLCJan 2023 to now
- Nobles and Richards, IncJul 2023 to Aug 2023
- LPL Financial LLCJul 2018 to Jan 2023
- Woodbury Financial Services IncJun 2015 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Fourstar Wealth Advisors, LLC
$1.4BAssets managed
1,798Clients
44Advisers
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
- 6481342
- Firm CRD
- 169613