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Tarek Eldin

CRD# 7476027·Registered 2022 - 2024
Previously Registered: Being a previously registered professional could mean that Tarek is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Tarek Eldin, who also goes by Tarek Mohy El Din, Tarek Mohy Eldin, was a registered financial advisor. Tarek was a previously registered financial professional and started their career in finance 2022 - 2024. Tarek had worked at 1 firm and has passed the Series 65 exam.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Tarek Mohy El Din, Tarek Mohy Eldin

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

4 years in the financial services industry

Current & Past Employments

PEO PARTNERS, LLC·CRD# 311201
RIA
New York, NY
March 15, 2022 - October 11, 2024

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Current Firm

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PEO PARTNERS, LLC

PEO PARTNERS, LLC

CRD#: 311201 / SEC#: 801-131277
RIA
Registered Investment Advisory firm - SEC (10/10/2024 Approved)
Massachusetts
Registered Investment Advisory firm - Massachusetts (10/11/2024 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

100 Park Avenue 30th Floor, New York, NY 10017

Mailing Address

353 Lexington Avenue 4th Floor Suite #400-pmb270, New York, NY 10016

Phone Number

(646) 993-6350

# of Employees

8

Documents

Latest Form ADV

Part 2 Brochures

PEO PARTNERS, LLC FIRM BROCHURE (3/13/2026)

Regulatory Assets Under Management

Total Number of Accounts

1

AUM (Assets Under Management)

$13,254,749

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Let'sGive LLC Not investment related Located at 60 Wildwood Ave, Newton, MA 02460 We work with corporate sponsors and individuals to raise funds for charity Start date: 12/2020 Approx. 80-120 hours per month Founder / President

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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".
PP
PEO PARTNERS, LLC

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CRD#: 311201 / SEC#: 801-131277
RIA
Registered Investment Advisory firm - SEC (10/10/2024 Approved)
Massachusetts
Registered Investment Advisory firm - Massachusetts (10/11/2024 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Mar 2022About the Series 65 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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