AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
CA

Celeste C. Al Hashim

MAXIAM CAPITAL
LAKE OSWEGO, OR 97034
Some features on this profile are disabled
CRD#: 7486411
CA

Professional summary


Celeste Chastel Al Hashim, who also goes by Celeste C Al-hashim, Celeste Chastel Al-hashim, Celeste Chastel Morrissey Al-hashim, Celeste Chastel Leger, is a registered financial advisor currently at MAXIAM CAPITAL, LLC located in Lake Oswego, Oregon.

Celeste is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Celeste has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Celeste C Al-Hashim | Celeste Chastel Al-Hashim | Celeste Chastel Morrissey Al-Hashim | Celeste Chastel Leger

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. HDR, 1050 SW 6th Ave, Ste 1800, Portland, OR 97204, HDR is an engineering firm. This business is not investment related. Title: Area Communications & Administration Specialist. Start date: 01/2023. Hours are approximately 160 a month, between the hours of 8am -5pm PST. I lead internal area communications and area social media content, and administrative support.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Celeste Chastel Al Hashim'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

February 26, 2024 - Present

MAXIAM CAPITAL, LLC

Office #1: 525 3rd Street Suite 200, Lake Oswego, OR 97034
RIA
CRD#: 318418
LAKE OSWEGO, OR
Past

June 24, 2022 - November 18, 2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
PORTLAND, OR
Past

April 15, 2022 - November 18, 2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
PORTLAND, OR

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
California
(2/26/2024)
IAR
Oregon
(2/26/2024)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 6/23/2022
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 4/15/2022
General Securities Representative Examination
General Industry/Product Exam

Current Firm


MC
MAXIAM CAPITAL, LLC
MAXIAM CAPITAL, LLC

CRD#: 318418 / SEC#:

California
Registered Investment Advisory firm - (5/12/2022 Approved)
Oregon
Registered Investment Advisory firm - (4/4/2022 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
525 3rd Street Suite 200, Lake Oswego, OR 97034
Mailing Address
Phone number
(888) 958-3566
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts7
AUM (Assets Under Management)$ 10,000,000

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


MAXIAM CAPITAL, LLC

CRD#: 318418Lake Oswego, OR 97034

TRUST BUT VERIFY

Monitor Celeste Al Hashim

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Gregory Scott Bowen
Gregory BowenAdvisorCheck Check Mark
MARINER WEALTH
IAR
RR
Portland, OR
Jason Townsend Lambert
Jason LambertAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Vancouver, WA
Viengsavanh Bounnam
Viengsavanh BounnamAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Vancouver, WA
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics