# Mohammad Naqvi

> Mohammad Naqvi is a fee-only financial advisor at Penta Capital Strategies in Livingston, New Jersey. Penta Capital Strategies reports charging a percentage of assets and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/mohammad-naqvi/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Penta Capital Strategies
- **Based in:** Livingston, New Jersey
- **Fee model (firm's Form ADV):** Percentage of assets; Performance-based fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $44K across 10 accounts
- **CRD:** 6692360 (https://adviserinfo.sec.gov/individual/summary/6692360)
- **SEC registration:** Investment adviser representative in NJ
- **Exams passed:** Series 65 (2016)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.pentastrategies.com/

## Frequently asked questions

### Is Mohammad Naqvi a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Mohammad holds no broker registration, and Penta Capital Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Mohammad charge for financial advice?

Mohammad's firm, Penta Capital Strategies, reports charging a percentage of assets and performance-based fees on its SEC Form ADV.

### Where is Mohammad Naqvi based?

Mohammad Naqvi is based in Livingston, New Jersey.

### Is Mohammad Naqvi registered with the SEC?

Yes. Mohammad Naqvi is registered as an investment adviser representative in NJ (CRD 6692360), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Penta Capital Strategies manage?

Penta Capital Strategies reports $44K across 10 accounts in assets under management.

### How do I contact Mohammad Naqvi?

Through Mohammad's website, www.pentastrategies.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6692360): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.pentastrategies.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.