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Fatima B. Ali Muhammed

DOVERMONT WEALTH & TAX SOLUTIONS
MONTEBELLO, NY 10901
Some features on this profile are disabled
CRD#: 7066524
FA

Professional summary

Fatima B Ali Muhammed, who also goes by Fatima Bintu Ali-muhammed, is a registered financial advisor currently at DOVERMONT WEALTH & TAX SOLUTIONS located in Montebello, New York.

Fatima is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Fatima has worked at 1 firm and has passed the Series 65, Series 63 and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Fatima Bintu Ali-Muhammed

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 Fatima B Ali Muhammed'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®
None

Experience

Current

July 3, 2025 - Present

DOVERMONT WEALTH & TAX SOLUTIONS

Office #1: 400 Rella Blvd, Montebello, NY 10901
RIA
CRD#: 336294
MONTEBELLO, NY

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
New York
(7/3/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/6/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/6/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 3/8/2021
Securities Industry Essentials Examination

Current Firm

DW
DOVERMONT WEALTH & TAX SOLUTIONS
DOVERMONT WEALTH & TAX SOLUTIONS

CRD#: 336294 / SEC#:

New York
Registered Investment Advisory firm - (7/3/2025 Approved)
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Contact information

Main Address
400 Rella Blvd, Montebello, NY 10901
Mailing Address
Phone number
(934) 212-0023
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

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

DOVERMONT WEALTH & TAX SOLUTIONS

CRD#: 336294Montebello, NY 10901

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