Nahid
Karimjee

Osaic Institutions, Inc

CRD#4603602
Investment Advisor
in San Antonio, TX

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About this Advisor

Nahid Karimjee is a financial advisor based in San Antonio, Texas, working with Osaic Institutions, Inc. Nahid has previously held positions at Credit Human Federal Credit Union, Cuso Financial Services Lp, Infinex Investments, Inc, and Air Force Federal Credit Union. Nahid has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Nahid is part of Osaic Institutions, Inc, which operates out of San Antonio, Texas. 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

1560 Cable Ranch Road, Suite 200
San Antonio, TX 78245

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Osaic Institutions, Inc Brokerage Details

Total Assets Under Management

$3,626,644,800

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

722

TX Average: 35
Total Number of Accounts

8,478

TX Average: 690
Average Account Size

$427,771

TX 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

Nahid Karimjee Work History

2021 - Present (3 years)

Infinex Investments, Inc

2021 - Present (3 years)

Air Force Federal Credit Union

2011 - 2021 (10 years)

Credit Human Federal Credit Union

2011 - 2021 (10 years)

Cuso Financial Services Lp

Disclosures

Please visit the SEC profile of Nahid Karimjee 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

Fermin Mesina
Chula Vista, CA
Gavin Reaser
Ravenna, OH
Steve Palmer
Concord, NH
Justin Perri
Cornelius, NC
Simion Procopenco
Centerville, MA
Joseph Culotta
New York, NY
Peter Aiello
Canton, MA
Ling Mao
New York, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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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