Mohammad Naqvi
Penta Capital Strategies · Livingston, New Jersey
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.
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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 |
| Assets under management | $44K across 10 accounts |
| SEC registration | Investment adviser representative in NJ · CRD 6692360 |
| Exams passed | Series 65 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.pentastrategies.com |
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Questions about Mohammad
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in New Jersey
Where this information comes from
- SEC adviser records : 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
- Penta Capital Strategies website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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