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MT

Mohammad F. Tabiekh

MFT WEALTH MANAGEMENT
BOSTON, MA
Some features on this profile are disabled
CRD#: 6836363
MT

Professional summary

Mohammad F. Tabiekh, who also goes by Mohammad F Tabiekh, Mohammad Tabiekh, is a registered financial advisor currently at MFT WEALTH MANAGEMENT located in Boston, Massachusetts.

Mohammad is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Mohammad has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Mohammad F Tabiekh | Mohammad Tabiekh

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 Mohammad F. Tabiekh'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

January 2, 2026 - Present

MFT WEALTH MANAGEMENT

RIA
CRD#: 339361
BOSTON, MA
Past

May 9, 2025 - December 31, 2025

KESTRA PRIVATE WEALTH SERVICES, LLC

RIA
CRD#: 155193
Boston, MA
Past

May 9, 2025 - December 31, 2025

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
AUSTIN, TX
Past

June 6, 2024 - May 21, 2025

LPL FINANCIAL LLC

RIA
CRD#: 6413
BOSTON, MA
Past

June 6, 2024 - May 21, 2025

LPL FINANCIAL LLC

BD
CRD#: 6413
BOSTON, MA
Past

August 25, 2022 - June 13, 2024

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
BOSTON, MA
Past

August 25, 2022 - June 13, 2024

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
BOSTON, MA
Past

November 22, 2019 - August 30, 2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
BOSTON, MA
Past

November 22, 2019 - August 30, 2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
BOSTON, MA
Past

November 1, 2017 - November 21, 2019

MORGAN STANLEY

RIA
CRD#: 149777
BOSTON, MA
Past

November 1, 2017 - November 21, 2019

MORGAN STANLEY

BD
CRD#: 149777
BOSTON, MA

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
(1/2/2026)
IAR
Texas
(1/13/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/23/2017
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/1/2017
General Securities Representative Examination

Current Firm

MW
MFT WEALTH MANAGEMENT
MFT WEALTH MANAGEMENT | MFT WEALTH MANAGEMENT, INC.

CRD#: 339361 / SEC#: 801-134851

RIA
Registered Investment Advisory firm - (12/1/2025 120-Day Approval)
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Contact information

Main Address
Boston, MA
Mailing Address
Exchange Building 53 State Street 5th Floor, Boston, MA, 02109
Phone number
(617) 800-7922
Established
Firm type
Fiscal year end
# of Employees
1

SEC notice filing (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MFT WEALTH MANAGEMENT DISCLOSURE BROCHURE (12/23/2025)
0

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

MFT WEALTH MANAGEMENT

CRD#: 339361Boston, MA

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