Mordechai Khaimov is a registered investment advisor at Seia, based in Los Angeles, CA, with 3 years of industry experience. Mordechai operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 8,772 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SEIA offers several investment management programs. Fees are calculated as a percentage of your portfolio's value, including cash, interest, and dividends. The exact fee is negotiated based on your situation, the complexity of your plan, and the types of investments. Fees can be a single rate, tiered, or breakpoint. Fees are paid quarterly. SEIA also uses third-party money managers, who bill clients directly.
Location
2121 Avenue of the Stars, Suite 1600, Los Angeles, CA, 90067
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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.
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Mordechai is a licensed CPA, a guest lecturer at a local high school, and a board member for two organizations. He also owns First Generation Millennial, LLC, providing business and career coaching, and works full-time as an advisor for SEIA LLC.
Employment History
Current Registrations
Seia
Signature Estate Securities, LLCBroker
Signature Estate Securities, LLC
Previous Registrations
Cedar Brook Group
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
State Registrations1 state
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