AA
Abdikarim Ali
HOOPOE ADVISORS
Boston, MA 02119
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CRD#: 6269820
AA
Professional summary
Abdikarim Ali is a registered financial advisor currently at HOOPOE ADVISORS located in Boston, Massachusetts.
Abdikarim is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Abdikarim has worked at 2 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Abdikarim Ali'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
October 12, 2017 - Present
HOOPOE ADVISORS
Office #1: 45 Roxbury Street, Boston, MA 02119RIA
CRD#: 282573
Boston, MA
Past
December 19, 2013 - July 25, 2017
LPL FINANCIAL LLC
RIA
CRD#: 6413
BOSTON, MA
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".
HA
HOOPOE ADVISORS
HOOPOE ADVISORS | STRENGTHENING FAMILIES AND COMMUNITIES, LLC | STRENGTHENING FAMILIES AND COMMUNITIES (SFC) | STRENGTHENING FAMILIES & COMMUNITIES, LLC | STRENGTHENING FAMILES & COMMUNITIES, LLC | STRENGTHENING FAMILES & COMMUNITIES (SFC)
CRD#: 282573 / SEC#: 801-117778
RIA
Registered Investment Advisory firm - (12/12/2019 Approved)Massachusetts
Registered Investment Advisory firm - (1/20/2020 Terminated)New Jersey
Registered Investment Advisory firm - (1/31/2020 Terminated)New York
Registered Investment Advisory firm - (1/20/2020 Terminated)Texas
Registered Investment Advisory firm - (1/20/2020 Terminated)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(10/12/2017)
Exams
Current Firm
HA
HOOPOE ADVISORS
HOOPOE ADVISORS | STRENGTHENING FAMILIES AND COMMUNITIES, LLC | STRENGTHENING FAMILIES AND COMMUNITIES (SFC) | STRENGTHENING FAMILIES & COMMUNITIES, LLC | STRENGTHENING FAMILES & COMMUNITIES, LLC | STRENGTHENING FAMILES & COMMUNITIES (SFC)
CRD#: 282573 / SEC#: 801-117778
RIA
Registered Investment Advisory firm - (12/12/2019 Approved)Massachusetts
Registered Investment Advisory firm - (1/20/2020 Terminated)New Jersey
Registered Investment Advisory firm - (1/31/2020 Terminated)New York
Registered Investment Advisory firm - (1/20/2020 Terminated)Texas
Registered Investment Advisory firm - (1/20/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
603 Massachusetts Avenue Suite 200, Boston, MA 02118
Mailing Address
Phone number
(617) 708-0639
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 553 |
| AUM (Assets Under Management) | $ 543,554,485 |
Red Flags
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Company Information
HOOPOE ADVISORS
CRD#: 282573Boston, MA 02119TRUST BUT VERIFY
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