Muhammed M. Kaleel

KALEEL INVESTMENT ADVISORS

BOSTON, MA 02110

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CRD#: 263349

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Muhammed Mosa Kaleel'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

March 30, 2004 - Present

KALEEL INVESTMENT ADVISORS, LLC

Office #1: 77 Franklin St. Suite # 509, Boston, MA 02110

RIA

CRD#: 131216

BOSTON, MA

Current

January 24, 2025 - Present

OSAIC WEALTH, INC.

Office #1: 77 Franklin Street Suite 501, Boston, MA 02110

RIA

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.

CRD#: 3870

BOSTON, MA

Past

November 8, 1971 - July 26, 1978

EQUITY SERVICES, INC.

CRD#: 265

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".

KALEEL INVESTMENT ADVISORS, LLC

KALEEL INVESTMENT ADVISORS, LLC | THE KALEEL COMPANY | MICHAEL M. KALEEL | KALEEL, MICHAEL, M

CRD#: 131216 / SEC#: 801-134450

RIA

Registered Investment Advisory firm - (3/3/2026 Approved)

Massachusetts

Registered Investment Advisory firm - (4/27/2011 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.

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

California
(1/24/2025)

Colorado
(1/24/2025)

Connecticut
(1/24/2025)

Florida
(1/24/2025)

Maine
(1/24/2025)

Maryland
(1/24/2025)

IAR

Massachusetts
(3/30/2004)

Massachusetts
(1/24/2025)

New Hampshire
(1/24/2025)

New York
(1/24/2025)

North Carolina
(1/24/2025)

Oregon
(1/24/2025)

Rhode Island
(1/24/2025)

South Carolina
(1/24/2025)

Vermont
(1/24/2025)

Washington
(1/24/2025)

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

State Security Law Exam

Series 63

Date: 5/24/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/2/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 1

Date: 11/2/1971

Registered Representative Examination

SRO Registrations

FINRA

Current Firm

KALEEL INVESTMENT ADVISORS, LLC

KALEEL INVESTMENT ADVISORS, LLC | THE KALEEL COMPANY | MICHAEL M. KALEEL | KALEEL, MICHAEL, M

CRD#: 131216 / SEC#: 801-134450

RIA

Registered Investment Advisory firm - (3/3/2026 Approved)

Massachusetts

Registered Investment Advisory firm - (4/27/2011 Approved)

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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

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KIA FORM ADV PART 2A ANNUAL AMENDMENT 03022026 (3/6/2026)

Regulatory assets under management

Total Number of Accounts	189
AUM (Assets Under Management)	$ 145,449,155

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.

Contact information

xxxxx@xxxx.xxx

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Muhammed M. Kaleel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Muhammed Mosa Kaleel's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

INDEPENDENT ADVISERS GROUP CORP

OSAIC FS, INC.

EQUITY SERVICES, INC.

Primary Firm SEC Registration

KALEEL INVESTMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 5/24/1993

Series 7TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 1

Date: 11/2/1971

FINRA

Current Firm

KALEEL INVESTMENT ADVISORS, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KALEEL INVESTMENT ADVISORS, LLC

TRUST BUT VERIFY

Contact information

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