MK
MK

Mohammad Kaleem

9 Years of Experience
Boston, MA
Broker

Mohammad Kaleem is a registered investment advisor, based in Boston, MA, with 9 years of industry experience.

Location

603 Massachusetts Avenue, Suite 200, Boston, MA, 02118

Get directions

History

Regulatory History
Clean regulatory record

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 Activities

Mohammad is the co-founder, managing partner, and investment adviser representative of Strengthening Families & Communities, LLC (dba Hoopoe Advisors), dedicating nearly full-time hours to this activity. He also owns rental property, spending minimal time on it.

Employment History
Current Registrations
Hoopoe Capital Markets, LLCBroker
December 2018 - Present · 7 yrs 5 mos
Hoopoe Advisors
November 2016 - Present · 9 yrs 6 mos
Previous Registrations
LPL Financial LLC
June 2016 - May 2017 · 11 mos
LPL Financial LLCBroker
June 2016 - August 2017 · 1 yr 2 mos
State Registrations11 states
CAFLGAINMANCNJNYOHPATX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Mohammad Kaleem - Financial Advisor | TrueAdvisor