Ali Syed
Advisor at Cwpim
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Ali Syed is a CFP® with eight years of industry experience, currently operating as the sole advisor at CWPIM in Alpharetta, GA. His prior work includes roles at SunTrust Bank and founding Solutions Central LLC, where he remains active. Syed also manages private funds through Daikon Asset Management, LLC. CWPIM provides investment advisory and financial planning services to individuals and high-net-worth clients, managing approximately $15.4 million across 54 client relationships. The firm offers both discretionary and non-discretionary portfolio management and customized financial planning, using fundamental analysis and blended asset-allocation strategies tailored to clients’ goals and risk tolerance.
Expertise
Based on Cwpim
Wealth management
General retirement planning
Tax-loss harvesting
Cash flow / budgeting
General estate planning guidance
Fee options
Financial planning flat fee between $1,500 and $5,000
$0 - $3,000,000: 1.00% $3,000,000 - $4,999,999: 0.85% $5,000,000+: 0.75%
Location
8000 Avalon Blvd., Suite 100
Alpharetta, GA 30009
Most active in
Ali S has reported serving >5 clients in these states in the last 12 months.
Georgia
Work history
Solutions Central LLC
2017 - Present (9 years)
CONSCIENTIOUS WEALTH PLANNING AND MANAGEMENT, LLC dba CWPIM LLC
2017 - Present (9 years)
Conscientious Wealth Planning and Management, LLC dba CWPIM LLC
2017 - Present (9 years)
UnEmployed
2016 - 2017 (1 year)
SUNTRUST BANK
2014 - 2016 (2 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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