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GK

Goli Kamangar

SALEM PARTNERS WEALTH MANAGEMENT
LOS ANGELES, CA 90025
CRD#: 2562201
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GK
Goli KamangarSALEM PARTNERS WEALTH MANAGEMENT

Professional summary

Goli Kamangar, who also goes by Goli Nmn 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.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Goli Nmn 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Goli 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)
RR
Washington
(3/13/2026)

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)
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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 (4 States and Territories)

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 Accounts210
AUM (Assets Under Management)$ 1,500,172,175

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

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