Goli Kamangar
Professional Summary
Goli Kamangar, who also goes by Goli Khodadad, is a registered financial advisor currently at SALEM PARTNERS WEALTH MANAGEMENT, LLC located in Los Angeles, California and SALEM PARTNERS LLC located in Los Angeles, California. Goli is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Goli has worked at 8 firms and has passed the Series 65, Series 63, Series 99TO, Series 79TO, SIE, Series...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Goli Khodadad
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Videos & Posts
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Contact Information
xxxxx@xxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Years of Experience
31 years in the financial services industry
Current & Past Employments
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Current Firm
SALEM PARTNERS ADVISORS LLC DBA SALEM PARTNERS WEALTH MANAGEMENT | SALEM PARTNERS WEALTH MANAGEMENT, LLC | SALEM PARTNERS ADVISORS, LLC
Contact Information
Main Address
11111 Santa Monica Blvd Suite 2250, Los Angeles, CA 90025Phone Number
(310) 806-4200# of Employees
8SEC notice filing (4 States and Territories)
Registered to provide investment advisory services in 4 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
220AUM (Assets Under Management)
$1,497,133,263Similar Advisors
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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.
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Primary Firm SEC Registration
SALEM PARTNERS ADVISORS LLC DBA SALEM PARTNERS WEALTH MANAGEMENT | SALEM PARTNERS WEALTH MANAGEMENT, LLC | SALEM PARTNERS ADVISORS, LLC
State Registrations and Notice Filings
(8/28/2006)
(11/17/2006)
(1/25/2024)
(1/25/2024)
(3/13/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSeries 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Feb 1995About the Series 6 examSeries 10 — General Securities Sales Supervisor - General Module Examination
Passed Apr 2000About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Jan 2000About the Series 9 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Goli Kamangar's CRS (Customer Relationship Summary).
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