MK
Muhammed M. Kaleel
KALEEL INVESTMENT ADVISORS
BOSTON, MA 02110
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CRD#: 263349
MK
Professional summary
Muhammed Mosa Kaleel, who also goes by Michael Mosa Kaleel, Muhammed Kaleel, is a registered financial advisor currently at KALEEL INVESTMENT ADVISORS, LLC located in Boston, Massachusetts and OSAIC WEALTH, INC. located in Boston, Massachusetts.
Muhammed is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1971. Muhammed has worked at 5 firms and has passed the Series 63, Series 7TO, SIE and Series 1 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Michael Mosa Kaleel | Muhammed Kaleel
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.
1) THE KALEEL COMPANY INSURANCE AGENCY, INC. 77 FRANKLIN ST. # 501 BOSTON, MA 02110 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: PRESIDENT DUTIES: SOLICIT INSURANCE SALES: A&H, DI, FIXED ANNUITY, FIXED INDEXED ANNUITY, LIFE SETTLEMENT, TRADITION LIFE, LTC. START DATE: 12/01/1999 HOURS PER MONTH: 80 HOURS PER MONTH DURING TRADING HOURS: 80. 2) LION STREET 77 FRANKLIN STREET, SUITE 501 BOSTON, MA 02110 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: OWNER/AGENT DUTIES: OFFERING DISABILITY INSURANCE AND TRADITIONAL LIFE INSURANCE. START DATE: 08/27/2013 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 5. 3)THE KALEEL COMPANY, INC., 77 FRANKLIN ST. #501, BOSTON MA CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: PRESIDENT/OWNER DUTIES: OFFERS DISABILITY INSURANCE, FIXED ANNUITIES, INDEXED ANNUITIES, LIFE SETTLEMENTS, LONG-TERM CARE INSURANCE, TRADITIONAL LIFE INSURANCE START DATE: 06/1971 HOURS PER MONTH: 70 HOURS PER MONTH DURING TRADING HOURS: 40 4)KALEEL INVESTMENT ADVISORS, LLC, 77 FRANKLIN STREET #501, BOSTON MA CATEGORY: INVESTMENT ADVISORY INVESTMENT RELATED: YES TITLE: OWNER DUTIES: INDEPENDENT RIA USED TO PROVIDE ADVISORY SERVICES START DATE: 10/2004 HOURS PER MONTH: 180 HOURS PER MONTH DURING TRADING HOURS: 160
CRS (Client Relationship Summary) - RIA
Click below to view Muhammed Mosa Kaleel'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®
NoneExperience
Current
March 30, 2004 - Present
KALEEL INVESTMENT ADVISORS, LLC
Office #1: 77 Franklin St. Suite # 509, Boston, MA 02110RIA
CRD#: 131216
BOSTON, MA
Current
January 24, 2025 - Present
OSAIC WEALTH, INC.
Office #1: 77 Franklin Street Suite 501, Boston, MA 02110RIA
BD
CRD#: 23131
BOSTON, MA
Past
November 7, 2000 - October 17, 2006
INDEPENDENT ADVISERS GROUP CORP
RIA
CRD#: 106684
BOSTON, MA
Past
June 28, 1978 - January 24, 2025
OSAIC FS, INC.
BD
CRD#: 3870
BOSTON, MA
Past
November 8, 1971 - July 26, 1978
EQUITY SERVICES, INC.
BD
CRD#: 265
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(1/24/2025)
RR
Colorado(1/24/2025)
RR
Connecticut(1/24/2025)
RR
Florida(1/24/2025)
RR
Maine(1/24/2025)
RR
Maryland(1/24/2025)
IAR
Massachusetts(3/30/2004)
RR
Massachusetts(1/24/2025)
RR
New Hampshire(1/24/2025)
RR
New York(1/24/2025)
RR
North Carolina(1/24/2025)
RR
Oregon(1/24/2025)
RR
Rhode Island(1/24/2025)
RR
South Carolina(1/24/2025)
RR
Vermont(1/24/2025)
RR
Washington(1/24/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 11/2/1971
Registered Representative ExaminationSRO Registrations
RR
FINRA
Current Firm
KI
KALEEL INVESTMENT ADVISORS, LLC
KALEEL INVESTMENT ADVISORS, LLC | THE KALEEL COMPANY | MICHAEL M. KALEEL | KALEEL, MICHAEL, M
CRD#: 131216 / SEC#: 801-134450
Massachusetts
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Contact information
Main Address
77 Franklin Street Suite 501, Boston, MA 02110
Mailing Address
Phone number
(617) 338-8747
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 203 |
| AUM (Assets Under Management) | $ 127,550,525 |
Red Flags
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Company Information
KALEEL INVESTMENT ADVISORS, LLC
CRD#: 131216Boston, MA 02110TRUST BUT VERIFY
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Contact information
xxxxx@xxxx.xxx
