Ahamad Manohorathat
Ahamad Manohorathat is a registered investment advisor at LPL Financial LLC, based in Santa Monica, CA, with 20 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
1247 7th St Ste 301, Santa Monica, CA, 90401-1644
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ahamad operates his LPL business under the DBA ZUK Financial Group and also has a business entity for tax/investment purposes. He also works as a certified paralegal and is a notary public, and sells non-variable insurance products.
Employment History
Current Registrations
LPL Financial LLC
Valley Wealth Strategies, LLC
LPL Financial LLCBroker
Previous Registrations
National Planning CorporationBroker
AXA Advisors, LLCBroker
American Funds Distributors, INC.Broker
National Planning CorporationBroker
State Registrations16 states
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