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Sharin Akhtar

27 Years of Experience
Charleston, WV
2 DisclosuresBroker

Sharin Akhtar is a registered investment advisor, based in Charleston, WV, with 27 years of industry experience. Sharin is also registered as a broker, so some compensation may come from commissions on products sold.

Location

300 Summers St, Ste 120, Charleston, WV, 25301

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2010
Denied
Customer Dispute
May 2002
Denied
Other Business Activities

Sharin is a passive partner in a family limited partnership, generating passive income from real estate investments since 1999. Sharin is also a member and landlord for Malex, LLC since 2013, with no management duties or compensation.

Employment History
Current Registrations
Truist Advisory Services, INC.
February 2021 - Present · 5 yrs 8 mos
Truist Investment Services, INC.Broker
February 2021 - Present · 5 yrs 8 mos
Truist Investment Services, INC.
February 2021 - Present · 5 yrs 8 mos
Previous Registrations
Bb&t Securities, LLCBroker
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Securities, LLC
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Investment Services, INC.
March 2002 - January 2018 · 15 yrs 10 mos
Bb&t Investment Services, INC.Broker
November 2001 - January 2018 · 16 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1999 - November 2001 · 2 yrs 6 mos
State Registrations37 states
AKAZCACOCTDCDEFLGAIAILINKYLAMAMDMIMNMONCNHNJNMNVNYOHOKORPARISCTNTXUTVAWIWV
AdvisorBrokerBoth

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.
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