SC
CFP
SC
CFP

Shahriar Chowdhury

20 Years of Experience
Washington, DC
1 DisclosureBroker

Shahriar Chowdhury is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Washington, DC, with 20 years of industry experience. Shahriar is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1700 K St NW 9th Fl, [Du-Rbo], Washington, DC, 20006

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History

Regulatory History (1)
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Customer Dispute
April 2014
Denied
Other Business Activities

Shahriar has a 33.33% ownership stake in Assault Forward LLC, a military and veteran-themed apparel and accessories business, since 2017. He spends a few hours per week on this non-investment related activity.

Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
March 2013 - Present · 13 yrs 7 mos
Wells Fargo Advisors
March 2013 - Present · 13 yrs 7 mos
Previous Registrations
Suntrust Investment Services, INC.
October 2009 - April 2013 · 3 yrs 6 mos
Suntrust Investment Services, INC.Broker
October 2009 - April 2013 · 3 yrs 6 mos
Securian Financial Services, INC.Broker
May 2009 - October 2009 · 5 mos
Securian Financial Services, INC.
May 2009 - October 2009 · 5 mos
Banc of America Investment Services, INC.
October 2008 - March 2009 · 5 mos
Banc of America Investment Services, INC.Broker
October 2008 - March 2009 · 5 mos
First Command Financial Planning, INC.
March 2006 - November 2008 · 2 yrs 8 mos
First Command Financial Planning, INC.Broker
January 2006 - November 2008 · 2 yrs 10 mos
State Registrations32 states
ARCACOCTDCDEFLGAIAILLAMAMDMEMONCNHNJNMNYOHOKORPARISCTNTXUTVAWAWV
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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