Shahid Malik
Shahid Malik is a registered investment advisor at Osaic Wealth, INC., based in Liberty Twp, OH, with 28 years of industry experience. Shahid operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
Liberty Twp, OH
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2004Customer Dispute
January 2000Other Business ActivitiesSells Insurance
Shahid is the treasurer of the American Muslim Chamber of Commerce, dedicating minimal time. He also conducts securities, investment advisory, and insurance business under Signature Financial Group, LLC full-time, and sells fixed annuities and non-variable insurance through Signature Financial Group - Insurance Broker.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Signator Investors, INC.Broker
Signator Investors, INC.
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Oppenheimer & CO. INC.Broker
Josephthal & CO., INC.Broker
H.J. Meyers & CO., INC.Broker
State Registrations6 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.