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 at Merrill Lynch Wealth Management. She focuses on various client areas including Family Wealth Management Strategies, International Wealth Management, Legacy Planning, Managing New Wealth, Personal Retirement Planning, Philanthropic Planning, Portfolio Management Services, Socially Responsible, Values Based, and ESG Investing, Women and Wealth, and Tax Minimization. She takes a personalized approach to wealth management, helping clients navigate life's financial decisions with clarity and confidence.
Mahmood's career in finance began as a consultant, guiding financial advisors and their clients through firm transitions. She then served as a team associate for ultra high net worth clients, gaining experience in complex financial landscapes before transitioning into her current role as a financial advisor. Through her work, she emphasizes that successful wealth management is built on lasting relationships, trust, and a comprehensive understanding of each client's unique circumstances, requiring an integrated approach to all aspects of a client's financial life.
She holds a Bachelor's Degree from the University of Illinois System and has earned the designation of Personal Investment Advisor (PIA). Mahmood is fluent in English and Urdu. Outside of work, she 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
83
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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Accountant / CPA / tax prep
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Lawyer
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