Michael A. Salam

ATALA FINANCIAL

Los Angeles, CA

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CRD#: 6322512

Professional summary

Michael Abdul Salam, who also goes by Michael Salam, is a registered financial advisor currently at ATALA FINANCIAL INC located in Los Angeles, California.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Michael has worked at 2 firms and has passed the Series 65 and Series 3 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael Salam

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.

1) Shmellins, Newport Beach CA, Duties include: Marketing and Reviewing books; Non-investment related; Start date: 01/2020 to Present; 5 hours per month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Abdul Salam'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

February 1, 2023 - Present

ATALA FINANCIAL INC

RIA

CRD#: 318371

Los Angeles, CA

Past

September 16, 2020 - April 29, 2023

PACIFICFRONT CAPITAL, LLC

RIA

CRD#: 309740

NEWPORT, CA

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".

ATALA FINANCIAL INC

CRD#: 318371 / SEC#: 801-123628

RIA

Registered Investment Advisory firm - (4/6/2022 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

California
(2/1/2023)

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

State Security Law Exam

IAR

Series 65

Date: 5/25/2020

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 3

Date: 7/25/2016

National Commodity Futures Examination

Current Firm

ATALA FINANCIAL INC

CRD#: 318371 / SEC#: 801-123628

RIA

Registered Investment Advisory firm - (4/6/2022 Approved)

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Contact information

Main Address

23912 Aspen Way, Calabasas, CA 91302

Mailing Address

Phone number

(310) 570-2573

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (10/6/2025)

Regulatory assets under management

Total Number of Accounts	255
AUM (Assets Under Management)	$ 318,643,483

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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Michael A. Salam

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Abdul Salam's CRS (Customer Relationship Summary).

Certified licenses

Experience

ATALA FINANCIAL INC

PACIFICFRONT CAPITAL, LLC

Primary Firm SEC Registration

ATALA FINANCIAL INC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/25/2020

Series 3

Date: 7/25/2016

Current Firm

ATALA FINANCIAL INC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ATALA FINANCIAL INC

TRUST BUT VERIFY

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