Moiz Husain
Moiz Husain is a registered investment advisor at The Strategic Financial Alliance, based in Atlanta, GA, with 31 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 1,394 clients with $470M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SFA offers investment management through several programs:
- Strategic Choice Program: Fees are based on a percentage of your portfolio. You can choose an all-inclusive option where the fee covers both advisory services and transaction costs, or a non-inclusive option where you pay transaction fees separately. The exact fee is negotiated with your advisor.
- C-Share Mutual Fund Management Program: A 1% annual fee is deducted from your mutual fund account.
- Co-Advisory Programs: SFA works with third-party managers like Orion Portfolio Solutions and BAM Advisory Services. Fees vary by program and are detailed in their respective brochures. SFA also charges an additional advisory fee, but the total fees will not exceed 2.0%.
- Manager Selection Programs: SFA assists in selecting third-party managers. Fees are detailed in the manager's brochures.
- Third-Party Asset Managers: SFA recommends third-party asset managers. Fees generally range from 0.10% to 2.50% annually, depending on the program, account size, and services covered.
SFA may receive a portion of the fees charged by third-party managers.
Location
2200 Century Parkway, Suite 500, Atlanta, GA, 30345
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
April 2009Other Business Activities
Moiz works as an independent background actor for TV shows and movies filmed around Metro Atlanta since January 2022. This activity is not investment-related and takes a few hours per week.
Employment History
Current Registrations
The Strategic Financial Alliance
The Strategic Financial Alliance, INC.Broker
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Fsc Securities Corporation
Advantage Capital CorporationBroker
Fsc Securities CorporationBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Harris Investor Services LLC
Harris Investor Services LLCBroker
H&r Block Financial Advisors, INC.Broker
Fidelity Brokerage Services LLCBroker
Charles Schwab & CO., INC.Broker
Brown & Company Securities CorporationBroker
Chatfield Dean & CO., INC.Broker
State Registrations1 state
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.