Syeda Husnaa Mahmood
Advisor at Merrill — Oak Brook, IL Spring Rd
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.
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.
Credentials
Series 66
Experience Industry experience
3 years
Location
Oak Brook, IL 60523
Merrill
Institution
Syeda Mahmood is a Financial Advisor with Merrill Lynch Wealth Management. She specializes in helping individuals, families, and business owners make informed financial decisions aligned with their personal values and long-term objectives. Syeda takes a personalized approach to wealth management, assisting clients in navigating life's financial decisions with clarity and confidence.
Her experience includes serving ultra high net worth clients as a team associate, where she developed an understanding of complex financial landscapes. She began her career as a consultant, guiding financial advisors and their clients through firm transitions, which inspired her to become a financial advisor herself. Syeda's areas of expertise include family wealth management strategies, international wealth management, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, socially responsible and values-based investing, women and wealth, and tax minimization.
Syeda holds a Bachelor's Degree from the University of Illinois System and has earned the Personal Investment Advisor (PIA) designation. She is proficient in Urdu and English. Outside of her professional role, Syeda enjoys reading, spending time with her family, and playing tennis.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Oak Brook, IL Spring Rd
2021 Spring Rd
Oak Brook IL 60523
Advisors at this office
88
Illinois
3 years of industry experience
Bank of America, N.A.
2026 - Present • 1 year
Oak Brook, IL
Merrill
2026 - Present • 1 year
Oak Brook, IL
AE Wealth Management, LLC
2026 - 2026 • 1 year
Topeka, KS
Scott Tucker Solutions, Inc
2026 - 2026 • 1 year
Chicago, IL
Unemployed
2025 - 2025 • 1 year
Lombard, IL
Sage Private Wealth Group, LLC
2024 - 2025 • 1 year
Oakbrook Terrace, IL
Wells Fargo Clearing
2022 - 2024 • 2 years
Chicago, IL
J Kelly & Associates
2021 - 2022 • 1 year
Jacksonville, FL
Optioncare Health
2020 - 2021 • 1 year
Bannockburn, IL
Chegg Inc
2019 - 2021 • 2 years
Chicago, IL
Lenscrafters
2018 - 2019 • 1 year
Vernon Hills, IL
Charlotte Russe
2017 - 2018 • 1 year
Vernon Hills, IL
Bon-Ton Stores, Inc
2016 - 2016 • 1 year
Vernon Hills, IL
University of Illinois at Chicago
2015 - 2019 • 4 years
Chicago, IL
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Insurance agent
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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