AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
HS

Humam K. Sirhal

WASHINGTON FINANCIAL GROUP
OSTERVILLE, MA 02655
Some features on this profile are disabled
CRD#: 2130828
HS

Professional summary


Humam Khalil Sirhal, who also goes by Hugh K Sirhal, Hugh Sirhal, Humam Hugh Khalil Sirhal, Humam K Sirhal, is a registered financial advisor currently at WASHINGTON FINANCIAL GROUP, INC. located in Osterville, Massachusetts.

Humam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Humam has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Hugh K Sirhal | Hugh Sirhal | Humam Hugh Khalil Sirhal | Humam K Sirhal

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
HUMAM K. SIRHAL & WASHINGTON DEVELOPMENT GROUP, INC., CENTERVILLE, MA, NON-INVESTMENT RELATED BUSINESS: CIVIL ENGINEER: STARTED IN 1981, 4 HRS MONTHLY, 0 HRS DURING TRADING, PROVIDE CONSTRUCTION, CONSTRUCTION MANAGEMENT AND BUSINESS DEVELOPMENT SERVICES. HUMAM K. SIRHAL, OSTERVILLE, MA, NON-INVESTMENT RELATED BUSINESSES: INSURANCE SALES: STARTED 1990 LESS THAN 5% OF TIME DEVOTED TO SELLING LIFE, ACCIDENT AND HEALTH INSURANCE PRODUCTS. 5 HOURS/ MONTH, 0.5 HRS. DURING TRADING. HUMAM K. SIRHAL, CENTERVILLE, MA, NON-INVESTMENT RELATED BUSINESS: OWNER OF RESIDENTIAL RENTAL PROPERTY 20 HOURS/ MONTH, 0 HRS. DURING TRADING.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Humam Khalil Sirhal's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

April 20, 2005 - Present

WASHINGTON FINANCIAL GROUP, INC.

Office #1: 832 Main St. 2nd Floor, Osterville, MA, 02655
RIA
CRD#: 132369
OSTERVILLE, MA
Past

May 1, 2006 - December 31, 2012

CADARET, GRANT & CO., INC.

RIA
CRD#: 10641
OSTERVILLE, MA
Past

January 5, 1998 - September 24, 2003

CADARET, GRANT & CO., INC.

RIA
CRD#: 10641
OSTERVILLE, MA
Past

January 2, 1998 - May 6, 2022

CADARET, GRANT & CO., INC.

BD
CRD#: 10641
OSTERVILLE, MA
Past

January 24, 1997 - December 31, 1997

OSAIC FS, INC.

BD
CRD#: 3870
FORT WAYNE, IN
Past

August 14, 1992 - May 1, 1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

BD
CRD#: 5181
BOSTON, MA
Past

August 14, 1992 - August 6, 1997

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
BOSTON, MA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Louisiana
(8/14/2025)
IAR
Massachusetts
(4/20/2005)
IAR
North Carolina
(8/15/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 6/10/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


WF
WASHINGTON FINANCIAL GROUP, INC.
HUMAM K. SIRHAL, IAR | WASHINGTON FINANCIAL GROUP, INC. | WASHINGTON FINANCIAL GROUP | SIRHAL, HUMAM(HUGH) K. | SIRHAL, HUMAM K.

CRD#: 132369 / SEC#:

Louisiana
Registered Investment Advisory firm - (7/24/2025 Approved)
Massachusetts
Registered Investment Advisory firm - (5/3/1998 Approved)
North Carolina
Registered Investment Advisory firm - (8/8/2025 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
832 Main Street 2nd Floor, Osterville, MA, 02655
Mailing Address
Phone number
(508) 420-8341
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts691
AUM (Assets Under Management)$ 102,278,094

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


WASHINGTON FINANCIAL GROUP, INC.

CRD#: 132369Osterville, MA 02655

TRUST BUT VERIFY

Monitor Humam Sirhal

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Vincent Charles Renaut
Vincent RenautAdvisorCheck Check Mark
PIER 42 ADVISORS
IAR
Plymouth, MA
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.