Mahdi Walji
Investment adviser representative at Shariaportfolio, Inc.
10 yearsExperience
2 statesRegistered in
$3BFirm assets
11 yearsFirm in business
Are you Mahdi Walji? 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Shariaportfolio, Inc.Jan 2026 to now
- Shariaportfolio USDec 2024 to now
- Medical Centre PrescriptionsJan 2020 to now
- SezzleFeb 2023 to Jul 2023
- Shariaportfolio CanadaApr 2022 to Jun 2022
- 365 FundaysSep 2021 to Feb 2023
- Sr EngineeringMay 2021 to Jul 2021
- The University of British ColumbiaSep 2020 to May 2024
- Mathew Mcnair Secondary SchoolJan 2016 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (FL, WA).
Shariaportfolio, Inc.
$3BAssets managed
935Clients
9Advisers
11 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
- 8206110
- Firm CRD
- 173937