Waheed Siddiqui is a registered investment advisor, based in North Bethesda, MD, with 21 years of industry experience.
Location
11810 Grand Park Ave, Suite 500, North Bethesda, MD, 20852
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Cetera Wealth Services, LLC
November 2025 - Present · 6 mos
Cetera Wealth Services, LLCBroker
November 2025 - Present · 6 mos
Cetera Investment Advisers LLC
November 2025 - Present · 6 mos
Previous Registrations
Citigroup Global Markets INC.Broker
April 2015 - December 2025 · 10 yrs 8 mos
Citigroup Global Markets INC.
April 2015 - December 2025 · 10 yrs 8 mos
Suntrust Investment Services, INC.
February 2010 - April 2015 · 5 yrs 2 mos
Suntrust Investment Services, INC.Broker
February 2010 - April 2015 · 5 yrs 2 mos
PNC InvestmentsBroker
September 2008 - February 2010 · 1 yr 5 mos
PNC Investments
September 2008 - February 2010 · 1 yr 5 mos
Charles Schwab & CO., INC.
March 2006 - September 2008 · 2 yrs 6 mos
Charles Schwab & CO., INC.Broker
March 2006 - September 2008 · 2 yrs 6 mos
Morgan Stanley
October 2004 - February 2006 · 1 yr 4 mos
Morgan Stanley Dw INC.Broker
June 2004 - February 2006 · 1 yr 8 mos
State Registrations27 states
ALAZCACOCTDCDEFLGAIAIDILINKYLAMAMDMIMSNCNJNYOHPATNTXVA
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.