Syed Haque is a registered investment advisor at Prudent Investment Advisors, INC., based in Rego Park, NY, with 13 years of industry experience. Syed operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 17 clients with $7.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
A higher or lower fee may be negotiated.
Fee Estimator
Location
92-29 Queens Blvd, Suite 1B, Rego Park, NY, 11374
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Regulatory History
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 →Other Business Activities
Syed practices as a self-employed CPA.
Employment History
Current Registrations
Prudent Investment Advisors, INC.
Previous Registrations
Prudent Investment Advisors, INC.
State Registrations1 state
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