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AA

Ali H. Alsari

AWM GLOBAL ADVISORS
SAN DIEGO, CA 92101
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CRD#: 2416464
AA

Professional summary


Ali Hussain Alsari, who also goes by Ali Alhayek, Ali Alsari, Ali Hussainal-hayek, is a registered financial advisor currently at AWM GLOBAL ADVISORS located in San Diego, California.

Ali is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Ali has worked at 3 firms and has passed the Series 63, Series 65, Series 31 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Ali Alhayek | Ali Alsari | Ali Hussainal-Hayek

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.
Mr. Alsari is a principal (start date January 2012) of Alhambra Wealth Management, A Cayman Islands Investment Adviser and a principal (start date January 2015) Alhambra Bank and Trust, a Cayman Islands Banking Institution (collectively "Alhambra"). Alhambra provides investment advisory, banking, and trust services to Non U.S. persons. Mr. Alsari provides marketing and other services on behalf of Alhambra. Mr.Alsari spends approximately 10% to 15% of his time devoted to Alhambra.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Ali Hussain Alsari's CRS (Customer Relationship Summary).
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

November 23, 2011 - Present

AWM GLOBAL ADVISORS

Office #1: 750 B Street Suite 2850, San Diego, CA 92101
RIA
CRD#: 159094
SAN DIEGO, CA
Past

March 4, 2010 - December 5, 2011

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
SAN DIEGO, CA
Past

March 4, 2010 - December 5, 2011

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
SAN DIEGO, CA
Past

March 13, 1998 - March 15, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
SAN DIEGO, CA
Past

July 7, 1995 - March 15, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
SAN DIEGO, CA
Past

January 29, 1994 - May 2, 1995

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AG
AWM GLOBAL ADVISORS
ALSARI WEALTH MANAGEMENT GLOBAL ADVISORS, LLC | AWM GLOBAL ADVISORS | APERTURE WEALTH MANAGEMENT, LLC

CRD#: 159094 / SEC#: 801-72824

RIA
Registered Investment Advisory firm - (10/24/2011 Approved)

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
California
(11/23/2011)
IAR
Texas
(9/20/2012)

Exams


State Security Law Exam
RR
Series 63
Date: 2/16/1994
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 31
Date: 2/13/1997
Futures Managed Funds Examination
General Industry/Product Exam

Current Firm


AG
AWM GLOBAL ADVISORS
ALSARI WEALTH MANAGEMENT GLOBAL ADVISORS, LLC | AWM GLOBAL ADVISORS | APERTURE WEALTH MANAGEMENT, LLC

CRD#: 159094 / SEC#: 801-72824

RIA
Registered Investment Advisory firm - (10/24/2011 Approved)
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Contact information


Main Address
750 B Street Suite 2850, San Diego, CA 92101
Mailing Address
Phone number
(619) 225-7600
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (2 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

AWM GLOBAL ADVISORS DISCLOSURE BROCHURE (3/31/2025)

Regulatory assets under management


Total Number of Accounts143
AUM (Assets Under Management)$ 90,545,310

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


AWM GLOBAL ADVISORS

CRD#: 159094San Diego, CA 92101

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