Farhad
Sediqi

Osaic Institutions, Inc

CRD#6042237
Investment Advisor
in San Juan Capistrano, CA

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About this Advisor

Farhad Sediqi is a financial advisor based in San Juan Capistrano, California, working with Osaic Institutions, Inc. Farhad has previously held positions at Schools First Federal Credit Union, Cuna Brokerage Services, Inc, and Infinex Investments, Inc. Farhad has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, Farhad is part of Osaic Institutions, Inc, which operates out of San Juan Capistrano, California. The firm has 557 offices and 722 employees. The firm manages assets totaling $3.6 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Osaic Institutions, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

29222 Rancho Viejo Road Suite 122E
San Juan Capistrano, CA 92675

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Osaic Institutions, Inc Brokerage Details

Total Assets Under Management

$3,626,644,800

CA Average: $5,297,377,271
Total Number of Employees

722

CA Average: 35
Total Number of Accounts

8,478

CA Average: 690
Average Account Size

$427,771

CA Average: $7,677,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Farhad Sediqi Work History

2022 - Present (3 years)

Infinex Investments, Inc

2012 - 2022 (10 years)

Schools First Federal Credit Union

2012 - 2022 (10 years)

Cuna Brokerage Services, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Farhad Sediqi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Osaic Institutions, Inc

John Chipelo
Meriden, CT
Robert Martin
Hyannis, MA
Amy Grieves
Chapel Hill, NC
Justin Perri
Cornelius, NC
Simion Procopenco
Centerville, MA
Ling Mao
New York, NY
Peter Aiello
Canton, MA
Henry Nunez
Scarsdale, NY

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