SQ
SQ

Syeda Ayesha Qadri

2 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
565 clients
Average Client Portfolio
$962K average
Assets Under Management
$543.6M

Fee Structure

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Location

603 Massachusetts Avenue, Suite 200, Boston, MA, 02118

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History

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.

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Other Business Activities

Syeda works as a financial analyst and graduate intern for Hoopoe Advisors, a registered investment advisor. She also works as a registered representative of Hoopoe Capital Markets, dedicating about three-quarters of her time to these activities.

Employment History
Current Registrations
Hoopoe Advisors
January 2024 - Present · 2 yrs 1 mo
Hoopoe Capital Markets, LLCBroker
October 2023 - Present · 2 yrs 4 mos
State Registrations1 state
MA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.