Sherif Atia is a CFP-designated registered investment advisor, based in Boston, MA, with 6 years of industry experience.
Location
603 Massachusetts Avenue, Suite 200, Boston, MA, 02118
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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 ActivitiesSells Insurance
Sherif sells fixed insurance, starting in 2019. He dedicates minimal time to this activity.
Employment History
Current Registrations
Hoopoe Capital Markets, LLCBroker
September 2019 - Present · 6 yrs 8 mos
Hoopoe Advisors
August 2019 - Present · 6 yrs 9 mos
State Registrations6 states
CAMANJNYPATX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.