IS
Ibrahem A. Safieddine
FORUM CAPITAL ADVISORS LLC
Denver, CO 80206
Some features on this profile are disabled
CRD#: 7184479
IS
Professional summary
Ibrahem Alain Safieddine, who also goes by Ibrahem Safieddine, is a registered financial advisor currently at FORUM CAPITAL ADVISORS LLC located in Denver, Colorado and FORESIDE FUND SERVICES, LLC located in Denver, Colorado.
Ibrahem is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Ibrahem has worked at 3 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 9 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ibrahem Safieddine
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). Forum Investment Group; Investment Related; Denver, CO; Investor Facing; Associate Director - Investor Relations; Cultivating client relationships and educating clients on Forum products and services; Start: 3/10/2025; 160 Hours Per Month and 0 During Trading
CRS (Client Relationship Summary) - RIA
Click below to view Ibrahem Alain Safieddine'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
May 15, 2025 - Present
FORUM CAPITAL ADVISORS LLC
Office #1: 240 Saint Paul Street Suite 400, Denver, CO 80206RIA
CRD#: 297582
Denver, CO
Current
April 21, 2025 - Present
FORESIDE FUND SERVICES, LLC
Office #1: 240 St. Paul Street Suite 400, Denver, CO 80206BD
CRD#: 46106
Denver, CO
Past
November 11, 2024 - March 20, 2025
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
Lone Tree, CO
Past
July 28, 2020 - March 20, 2025
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
Lone Tree, CO
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".
FC
FORUM CAPITAL ADVISORS LLC
FORUM CAPITAL ADVISORS | FORUM CAPITAL ADVISORS LLC
CRD#: 297582 / SEC#: 801-120917
RIA
Registered Investment Advisory firm - (4/23/2021 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(4/21/2025)
RR
Alaska(4/21/2025)
RR
Arizona(4/21/2025)
RR
Arkansas(4/21/2025)
RR
California(4/21/2025)
RR
Colorado(4/21/2025)
IAR
Colorado(5/15/2025)
RR
Connecticut(4/21/2025)
RR
Delaware(4/21/2025)
RR
District of Columbia(4/21/2025)
RR
Florida(4/21/2025)
RR
Georgia(4/21/2025)
RR
Hawaii(4/21/2025)
RR
Idaho(4/21/2025)
RR
Illinois(4/21/2025)
RR
Indiana(4/21/2025)
RR
Iowa(4/21/2025)
RR
Kansas(4/21/2025)
RR
Kentucky(4/21/2025)
RR
Louisiana(4/21/2025)
RR
Maine(4/21/2025)
RR
Maryland(4/21/2025)
RR
Massachusetts(4/21/2025)
RR
Michigan(4/21/2025)
RR
Minnesota(4/21/2025)
RR
Mississippi(4/21/2025)
RR
Missouri(4/21/2025)
RR
Montana(4/25/2025)
RR
Nebraska(4/21/2025)
RR
Nevada(4/21/2025)
RR
New Hampshire(4/21/2025)
RR
New Jersey(4/21/2025)
RR
New Mexico(4/21/2025)
RR
New York(4/21/2025)
RR
North Carolina(4/21/2025)
RR
North Dakota(4/21/2025)
RR
Ohio(4/21/2025)
RR
Oklahoma(4/21/2025)
RR
Oregon(4/21/2025)
RR
Pennsylvania(4/21/2025)
RR
Rhode Island(4/21/2025)
RR
South Carolina(4/21/2025)
RR
South Dakota(4/21/2025)
RR
Texas(4/21/2025)
RR
Utah(4/21/2025)
RR
Vermont(4/21/2025)
RR
Virginia(4/21/2025)
RR
Washington(4/21/2025)
RR
West Virginia(4/21/2025)
RR
Wisconsin(4/21/2025)
RR
Wyoming(4/21/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 7/27/2020
General Securities Representative ExaminationGeneral Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
FC
FORUM CAPITAL ADVISORS LLC
FORUM CAPITAL ADVISORS | FORUM CAPITAL ADVISORS LLC
CRD#: 297582 / SEC#: 801-120917
RIA
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Contact information
Main Address
240 Saint Paul Street Suite 400, Denver, CO 80206
Mailing Address
Phone number
(303) 501-8860
Established
Firm type
Fiscal year end
# of Employees
66
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 7 |
| AUM (Assets Under Management) | $ 989,895,043 |
Exempt reporting advisers
Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.
| SEC / JURISDICTION | REPORTING STATUS | EFFECTIVE DATE |
|---|---|---|
| SEC | ERA - Withdrawn | 3/24/2021 |
| Colorado | ERA - Withdrawn | 3/24/2021 |
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.
