Talha Syed
Stonewealth Advisors · Coral Gables, Florida
Talha Syed is a fee-only financial advisor at Stonewealth Advisors in Coral Gables, Florida, who holds the CFP credential. Stonewealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Stonewealth Advisors |
|---|---|
| Based in | Coral Gables, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $5.1M across 11 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL · CRD 6918321 |
| Firm size | 2 employees |
| Disclosures | None reported |
How Talha's firm compares
- Stonewealth Advisors's average account is about $460,000, from its Form ADV (assets managed divided by 11 accounts).
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Questions about Talha
Is Talha Syed a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Talha holds no broker registration, and Stonewealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Talha charge for financial advice?
Talha's firm, Stonewealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Talha Syed based?
Talha Syed is based in Coral Gables, Florida.
What credentials does Talha Syed hold?
Talha Syed holds the CFP credential.
Is Talha Syed registered with the SEC?
Yes. Talha Syed is registered as an investment adviser representative in FL (CRD 6918321), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Stonewealth Advisors manage?
Stonewealth Advisors reports $5.1M across 11 accounts in assets under management.
How do I contact Talha Syed?
Contact details aren't on file yet. Search for Stonewealth Advisors.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- 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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