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MK

Muhammed M. Kaleel

KALEEL INVESTMENT ADVISORS
BOSTON, MA 02110
Some features on this profile are disabled
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 FARTHER located in Boston, Massachusetts.

Muhammed is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1971. Muhammed has worked at 6 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

May 26, 2026 - Present

FARTHER

Office #1: 77 Franklin Street Suite 501, Boston, MA 02110
RIA
CRD#: 302050
BOSTON, MA
Past

January 24, 2025 - May 22, 2026

OSAIC WEALTH, INC.

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

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".
FA
FARTHER
BELLINGHAM CAPITAL MANAGEMENT | SIGNALPOINT ASSET MANAGEMENT | PLEASANT STREET WEALTH | ONESOURCE WEALTH MANAGEMENT POWERED BY FARTHER | NORTH SISTER WEALTH | MASSO TORRENCE WEALTH MANAGEMENT INC. | GUILD INVESTMENT MANAGEMENT | FORTRESS WEALTH MANAGEMENT, INC. | FARTHER FINANCE ADVISORS, LLC | FARTHER | CROOKED TREE CAPITAL ADVISORS

CRD#: 302050 / SEC#: 801-116721

RIA
Registered Investment Advisory firm - (7/19/2019 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.

Highlighted states indicate IAR registrations

IAR
Massachusetts
(3/30/2004)
IAR
Pennsylvania
(5/26/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 5/24/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 1
Date: 11/2/1971
Registered Representative Examination

Current Firm

FA
FARTHER
BELLINGHAM CAPITAL MANAGEMENT | SIGNALPOINT ASSET MANAGEMENT | PLEASANT STREET WEALTH | ONESOURCE WEALTH MANAGEMENT POWERED BY FARTHER | NORTH SISTER WEALTH | MASSO TORRENCE WEALTH MANAGEMENT INC. | GUILD INVESTMENT MANAGEMENT | FORTRESS WEALTH MANAGEMENT, INC. | FARTHER FINANCE ADVISORS, LLC | FARTHER | CROOKED TREE CAPITAL ADVISORS

CRD#: 302050 / SEC#: 801-116721

RIA
Registered Investment Advisory firm - (7/19/2019 Approved)
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Contact information

Main Address
345 California Street Suite 600, San Francisco, CA 94104
Mailing Address
Phone number
(628) 246-8004
Established
Firm type
Fiscal year end
# of Employees
275

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

APPENDIX 1 (8/11/2025)
FORM ADV PART 2A (8/11/2025)

Regulatory assets under management

Total Number of Accounts24,245
AUM (Assets Under Management)$ 7,523,810,877

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

FARTHER

CRD#: 302050Boston, MA 02110

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