Samar Tariq
Investment adviser representative at Saturna Capital Corporation
9 yearsExperience
14 statesRegistered in
$10.5BFirm assets
36 yearsFirm in business
Are you Samar Tariq? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
9 years in the industry.
- Saturna Brokerage ServicesOct 2023 to now
- Saturna Capital CorporationOct 2023 to now
- I Y Senior CareAug 2023 to Jul 2024
- J.P. Morgan Securities LLCSep 2018 to Oct 2023
- JPMorgan Chase Bank, N.A.Sep 2018 to Oct 2023
- UnemployedMar 2018 to Aug 2018
- Citigroup - Commercial BankJun 2015 to Feb 2018
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 14 states (CA, DC, GA, IL, IN, MD, MI, NJ, NV, NY, OH, PA, TX, WA).
Saturna Capital Corporation
$10.5BAssets managed
104Clients
34Advisers
36 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
- 7028743
- Firm CRD
- 25586