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

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
GK

Goli N. Kamangar

SALEM PARTNERS WEALTH MANAGEMENT
Los Angeles, CA 90025
Some features on this profile are disabled
CRD#: 2562201
GK

Professional summary

Goli Nmn Kamangar, who also goes by Goli Kamangar, 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 7, Series 6, Series 14, Series 24, Series 10 and Series 9 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Goli Kamangar | Goli Khodadad

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.
SALEM PARTNERS WEALTH MANAGEMENT - INVESTMENT-RELATED-11111 SANTA MONICA BLVD. SUITE 2250 LOS ANGELES CA 90025 - COO, CCO - 7/2006 - 50% OF TIME - DUTIES INCLUDE MANAGING OPERATIONS AND COMPLIANCE ?Name of business: oOR Licensing Receivables, Inc. oOR License Deals, LLC (subsidiary of OR Licensing Receivables, Inc.) ?Investment related: Yes ?Address of business: c/o Cannon & Company, 10850 Wilshire Boulevard, Suite 1200, Los Angeles, Ca 90024 ?Nature of business: factoring of receivables ?Position/Title/Relationship: Officer/Director/Authorized Signatory ?Start of relationship: July 01, 2024 ?Time: Less than 1% of time spent ?Duties: Officer/Director

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Goli Nmn Kamangar'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 17, 2006 - Present

SALEM PARTNERS WEALTH MANAGEMENT, LLC

Office #1: 11111 Santa Monica Blvd Suite 2250, Los Angeles, CA 90025
RIA
CRD#: 131359
Los Angeles, CA
Current

August 28, 2006 - Present

SALEM PARTNERS LLC

Office #1: 11111 Santa Monica Blvd., Suite 2250, Los Angeles, CA 90025
BD
CRD#: 43363
Los Angeles, CA
Past

November 17, 2006 - December 31, 2024

SALEM PARTNERS WEALTH MANAGEMENT, LLC

RIA
CRD#: 131359
LOS ANGELES, CA
Past

July 3, 2001 - June 27, 2006

J.P. MORGAN CLEARING CORP.

BD
CRD#: 28432
LOS ANGELES, CA
Past

July 3, 2001 - June 27, 2006

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
LOS ANGELES, CA
Past

June 10, 1999 - April 30, 2001

THOMAS WEISEL PARTNERS LLC

BD
CRD#: 46237
SAN FRANCISCO, CA
Past

October 1, 1997 - June 9, 1999

BANC OF AMERICA SECURITIES LLC

BD
CRD#: 26091
NEW YORK, NY
Past

May 5, 1995 - October 1, 1997

MONTGOMERY SECURITIES

BD
CRD#: 4357
SAN FRANCISCO, CA
Past

February 13, 1995 - October 23, 1996

ASB FINANCIAL SERVICES

BD
CRD#: 24280
IRVINE, CA

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".
SP
SALEM PARTNERS WEALTH MANAGEMENT, LLC
SALEM PARTNERS ADVISORS LLC DBA SALEM PARTNERS WEALTH MANAGEMENT | SALEM PARTNERS WEALTH MANAGEMENT, LLC | SALEM PARTNERS ADVISORS, LLC

CRD#: 131359 / SEC#: 801-63354

RIA
Registered Investment Advisory firm - (7/23/2004 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(8/28/2006)
IAR
California
(11/17/2006)
RR
Texas
(1/25/2024)
IAR
Texas
(1/25/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/5/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/26/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/27/1997
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 2/10/1995
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
RR
Series 24
Date: 7/2/2009
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 10
Date: 4/3/2000
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 1/10/2000
General Securities Sales Supervisor - Options Module Examination
SRO Registrations
RR
FINRA

Current Firm

SP
SALEM PARTNERS WEALTH MANAGEMENT, LLC
SALEM PARTNERS ADVISORS LLC DBA SALEM PARTNERS WEALTH MANAGEMENT | SALEM PARTNERS WEALTH MANAGEMENT, LLC | SALEM PARTNERS ADVISORS, LLC

CRD#: 131359 / SEC#: 801-63354

RIA
Registered Investment Advisory firm - (7/23/2004 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
11111 Santa Monica Blvd Suite 2250, Los Angeles, CA 90025
Mailing Address
Phone number
(310) 806-4200
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (3 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

SALEM PARTNERS WEALTH MANAGEMENT, LLC (3/31/2025)

Regulatory assets under management

Total Number of Accounts208
AUM (Assets Under Management)$ 413,344,561

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

SALEM PARTNERS WEALTH MANAGEMENT, LLC

CRD#: 131359Los Angeles, CA 90025

TRUST BUT VERIFY

Monitor Goli Kamangar

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

Contact information

xxxxx@xxxx.xxx

Similar Advisors

Jon Derek Neuhaus
Jon NeuhausAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
El Segundo, CA
John Tanner Powell
John PowellAdvisorCheck Check Mark
EQUITABLE ADVISORS, LLC
IAR
RR
Los Angeles, CA
Danielle Purcell Barrios
Danielle BarriosAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
Beverly Hills, CA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
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.
Powered ByAIRM Analytics