Muzaffar Ahmed
Muzaffar Ahmed is a registered investment advisor at New Edge Wealth, based in Manhattan Beach, CA, with 34 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 2,790 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NewEdge Wealth offers investment advisory services with fees charged in a few ways:
- Fixed Annual Fee: A negotiated fixed fee based on the scope and complexity of the engagement.
- Flat Asset-Based Fee: A single fee rate applied to all assets in the account, negotiated based on the scope and complexity.
- Tiered Rate Fee Schedule: Different fee rates applied to portions of the portfolio based on breakpoints, resulting in a blended fee. Fee rates are not specified in this document.
Clients may also be subject to a minimum annual fee, as outlined in their service summary. Clients can choose to pay an "unbundled" fee or a single "wrap" fee.
Location
3071 Highland Ave, Suite 302, Manhattan Beach, CA, 90266
Get directionsHistory
Regulatory History (4)
Judgment / Lien
September 2024Customer Dispute
August 2009Customer Dispute
November 2008Customer Dispute
July 2005Other Business Activities
Muzaffar is a board member of Cinci Living Apartments LLC, managing the LLC, and also owns real estate investments. He also works as a financial advisor for NewEdge Wealth, LLC, dedicating nearly full-time hours to investment-related business for ultra-high net worth individuals.
Employment History
Current Registrations
Newedge Securities, LLCBroker
New Edge Wealth
Previous Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.
Ba Investment Services, INC.Broker
Great Western Financial Securities CorporationBroker
Mclaughlin, Piven, Vogel Securities, INC.Broker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.