AS
CFP
AS
CFP

Ali Syed

8 Years of Experience
Alpharetta, GA
Sells Insurance

Ali Syed is a CFP-designated registered investment advisor, based in Alpharetta, GA, with 8 years of industry experience.

Location

8000 Avalon Blvd., Suite 100, Alpharetta, GA, 30009

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Ali is an insurance agent selling fixed insurance products through Solutions Central LLC, dedicating minimal time to this activity. Ali also owns Daikon Asset Management, LLC, where he manages private funds, spending about 10-20% of his time, all during trading hours.

Employment History
Previous Registrations
Cwpim
May 2017 - December 2025 · 8 yrs 7 mos
State Registrations1 state
GA
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.
Ali Syed - Financial Advisor | TrueAdvisor