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Sherif Othman

POISE INVESTMENT ADVISORS
Germantown, MD
Some features on this profile are disabled
CRD#: 7459174
SO

Professional summary

Sherif Othman is a registered financial advisor currently at POISE INVESTMENT ADVISORS located in Germantown, Maryland.

Sherif is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Sherif has worked at 1 firm and has passed the Series 65 and SIE exams.

top-8-questions

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sherif Othman'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

January 23, 2025 - Present

POISE INVESTMENT ADVISORS

RIA
CRD#: 315434
Germantown, MD
Past

February 22, 2022 - December 31, 2024

POISE INVESTMENT ADVISORS

RIA
CRD#: 315434
GERMANTOWN, MD

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
Maryland
(1/23/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/24/2020
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 8/1/2020
Securities Industry Essentials Examination

Current Firm

PI
POISE INVESTMENT ADVISORS
HS ADVISORY | POISE INVESTMENT ADVISORS LLC "LEGAL & PRIMARY BUSINESS NAMES" | POISE INVESTMENT ADVISORS LLC | POISE INVESTMENT ADVISORS | HS ADVISORY LLC

CRD#: 315434 / SEC#:

Maryland
Registered Investment Advisory firm - (2/22/2022 Approved)
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Contact information

Main Address
Germantown, MD
Mailing Address
4800 Hampden Lane Suite 200, Bethesda, MD 20814
Phone number
(301) 263-6263
Established
Firm type
Fiscal year end
# of Employees
4

Documents

Latest Form ADV
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

POISE INVESTMENT ADVISORS

CRD#: 315434Germantown, MD

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