Khaled Salama

KS GLOBAL ADVISORS

Novato, CA

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CRD#: 2673400

Professional summary

Khaled Salama, who also goes by Kal Salama, is a registered financial advisor currently at KS GLOBAL ADVISORS, INC. located in Novato, California.

Khaled is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Khaled has worked at 4 firms and has passed the Series 3 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kal Salama

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.

Kal Salama is engaged in various other activities: 1)Guest Lecturer at Stanford University, investment-related, Stanford, CA, since 2022, 1hr/month, non-trading hours, class twice a year 2)Investment Committee Member at San Domenico School, San Anselmo, CA, since 2015, 1hr/month, non-trading hours, 4 meetings/year -oversight 3)Investment Comm Member/Chair at Sisters of St. Dominic of San Rafael, CA, investment-related, since 2021, 2hrs/month, non-trading hours, 3 meetings/year-oversight 4)Board Member/Fin Comm Chair at U Corp-SF State, San Francisco, CA, investment-related, since 2014, 1hr/week, non-trading hours, 16 meetings/year-oversight 5)Board Member/Director of Institutional Investment at the Terra Fund, San Jose, CA, investment-related, since 2019, 1hr/month, non-trading hours- advise on products 6)Board Member at Cyber Dojo, San Anselmo, CA non investment-related, since 2023, 1hr/month, non-trading hours - advise business startup

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Khaled Salama's CRS (Customer Relationship Summary).

THE HEADLANDS GROUP, INC

RIA

CRD#: 105630

LARKSPUR, CA

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

California
(11/8/2006)

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.

Exams

General Industry/Product Exam

Series 3

Date: 10/5/1995

National Commodity Futures Examination

Current Firm

KS GLOBAL ADVISORS, INC.

CRD#: 136308 / SEC#:

California

Registered Investment Advisory firm - (10/1/1996 Approved)

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Contact information

Main Address

Novato, CA

Mailing Address

336 Bon Air Center, #364, Greenbrae, CA 94904

Phone number

(415) 895-1045

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	21
AUM (Assets Under Management)	$ 32,140,182

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.

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Khaled Salama

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Khaled Salama's CRS (Customer Relationship Summary).

Certified licenses

Experience

KS GLOBAL ADVISORS, INC.

THE HEADLANDS GROUP, INC

THE HEADLANDS GROUP, INC

BME INVESTMENT PARTNERS, LLC

ANIRA ADVISORY GROUP, LLC

THE HEADLANDS GROUP, INC

State Registrations and Notice Filings

Exams

Series 3

Date: 10/5/1995

Current Firm

KS GLOBAL ADVISORS, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

KS GLOBAL ADVISORS, INC.

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