Client Login

Azaz Mehmood

Wealth Advisor

Email azaz.mehmood@crescentpw.com

Phone +1 (219) 810-6510

Schedule time with me

Biography

My name is Azaz Mehmood, and I’ve been a wealth advisor with Crescent Private Wealth since the earliest days of the firm. I completed my undergraduate and graduate studies at Indiana University and currently practice from my office in Indianapolis.

My passion for finance and investing developed at a young age, following the recession that occurred after the 2008 housing market crash. This was a formative time in my life, a period when I witnessed my family, friends, and neighbors struggling with the harsh realities of economic displacement. I felt the absence of someone from our community to guide them through that difficult time. 

It made me appreciate the importance of being financially diligent, and it drove me to help my family and my Muslim community become more economically literate. It was this shared passion for advancing Islamic investment and finance that fatefully brought me to Ahmad and the incredible team at CPW. 

Working at Crescent has been a blessing and a privilege, and I look forward to seeing what the future holds for our humble firm.

Education & Bar Admission

MS, Public Health

B.S, Biology; 

Licenses & Certifications

Series 66

FINRA

Series 7

FINRA

We are using cookies to give you the best experience. You can find out more about which cookies we are using or switch them off in privacy settings.
AcceptPrivacy Settings

GDPR

  • Financial Disclosures

Financial Disclosures

Check the background of your financial professional on FINRA’s BrokerCheck.

All investing involves risk, including loss of principal. There is no guarantee the investment process will lead to profits. Past performance of any security or strategy is no guarantee or indication of future results or performance. Market conditions change continuously.

Securities offered by Registered Representatives through Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory” or “RFG”), a registered investment advisor. Private Client Services, Crescent Private Wealth and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

RFG Advisory Part 3, Form CRS, RFG Advisory Form ADV, Part 2A, Investment Advisor Public Disclosure, RFG Advisory Privacy Policy.

The Registered Representative(s) of PCS referenced on this website may only conduct securities business in the states in which they are currently registered. For a list of a Registered Representative’s current registered states, please visit FINRA’s BrokerCheck.