AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
AT

Ali A. Taj

Some features on this profile are disabled
CRD#: 3146053
AT

Professional summary


Ali Abbas Hassan Taj was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Ali is a previously registered financial advisor and started their career in finance in 1998. Prior to being barred, Ali had worked at 3 firms, which includes WINCHESTER MANAGEMENT COMPANY LLC, TALLEY & COMPANY, KING MANAGEMENT COMPANY.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Aliabbas Hassan Taj

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

February 10, 2009 - December 31, 2009

WINCHESTER MANAGEMENT COMPANY LLC

RIA
CRD#: 148400
NEW YORK, NY
Past

August 31, 2005 - September 2, 2010

TALLEY & COMPANY

BD
CRD#: 29203
NEWPORT BEACH, CA
Past

December 10, 1998 - September 21, 1999

KING MANAGEMENT COMPANY

BD
CRD#: 31043
IRVINE, CA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 2/9/2009
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current firm


No current employment

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


No current employment

TRUST BUT VERIFY

Monitor Ali Taj

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics