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Nauman Rana is a registered investment advisor at Wealth Forward Advisors, based in New York, NY, with 25 years of industry experience. Nauman operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.95% |
| $500K - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location
401 Park Avenue S, 10th Floor Suite 1040, New York, NY, 10016
Get directionsHistory
Regulatory History (1)
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Customer Dispute
July 2007Settled
Employment History
Current Registrations
Wealth Forward Advisors
November 2025 - Present · 6 mos
Previous Registrations
Essex Financial Services, INC.
April 2024 - December 2024 · 8 mos
Purshe Kaplan Sterling InvestmentsBroker
July 2023 - April 2024 · 9 mos
Opal Wealth Advisors, LLC
June 2023 - April 2024 · 10 mos
Fidelity Personal and Workplace Advisors
July 2018 - May 2023 · 4 yrs 10 mos
Strategic Advisers LLC
September 2015 - July 2018 · 2 yrs 10 mos
Fidelity Brokerage Services LLCBroker
September 2015 - May 2023 · 7 yrs 8 mos
J.P. Morgan Securities LLC
March 2015 - August 2015 · 5 mos
J.P. Morgan Securities LLCBroker
March 2015 - August 2015 · 5 mos
Investors Capital Advisory
May 2012 - February 2015 · 2 yrs 9 mos
Investors Capital CORP.Broker
July 2007 - February 2015 · 7 yrs 7 mos
Gunnallen Financial, INCBroker
June 2004 - August 2007 · 3 yrs 2 mos
Raike Financial Group INC.Broker
June 2003 - July 2004 · 1 yr 1 mo
First Montauk Securities CORP.Broker
November 2002 - June 2003 · 7 mos
Ladenburg Capital Management INC.Broker
August 2002 - September 2002 · 1 mo
Ladenburg Capital Management INC.Broker
June 2002 - August 2002 · 2 mos
Quick & Reilly, INC.Broker
March 2000 - April 2002 · 2 yrs 1 mo
Carnegie Investor Services INC.Broker
January 2000 - March 2000 · 2 mos
Millennium Securities CORP.Broker
October 1999 - November 1999 · 1 mo
Carnegie Investor Services INC.Broker
June 1999 - September 1999 · 3 mos
State Registrations2 states
CTNY
Advisor
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.
Exams
No exam information available for this advisor.