Syed
Rizvi
Haven Private
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About this Advisor
Syed Rizvi is a financial advisor who works out of Orlando, Florida with a total of 17 years of relevant experience. Rizvi is currently employed by Haven Private. They have spent all of their time as a financial advisor at Haven Private. Rizvi holds a Series 65 license, designating them as an investment advisor representative, and is approved to work in Florida. Haven Private is an advisory business based in Orlando, FL. It administers $250 million in total assets across its 600 accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 600 customer accounts, 43% belong to high-net-worth individuals who have more than $1 million in investable assets. Haven Private provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors are based on the type of services. However, fee types charged by Haven Private can include any combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Haven Private Brokerage Details
$250,000,000
7
600
$416,667
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Syed Rizvi Work History
Syed has been registered as a financial advisor for 17 years.*
Alphaq Advisors LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Syed Rizvi 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 Haven Private
Orlando, FL
Orlando, FL
Orlando, FL
Orlando, FL
Orlando, FL
Orlando, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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