Saima I. Machlovi
Professional summary
Saima Ishaq Machlovi, who also goes by Saima I Machlovi, is a registered financial professional currently at MOELIS & COMPANY LLC located in New York, New York.
Saima is registered as a RR (Registered Representative) and started their career in finance in 2023. Saima has worked at 2 firms and has passed the Series 63, Series 79TO, Series 7TO, Series 86, Series 87 and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Saima Ishaq Machlovi's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 25, 2026 - Present
MOELIS & COMPANY LLC
Office #1: 399 Park Avenue 4th Floor, New York, NY 10022September 25, 2023 - December 3, 2025
EVERCORE GROUP L.L.C.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(2/25/2026)
Exams
Series 79TO
Date: 4/13/2026
Investment Banking Registered Representative ExaminationSeries 7TO
Date: 2/25/2026
General Securities Representative ExaminationFINRA
Current Firm
MOELIS & COMPANY LLC
CRD#: 145115 / SEC#: , 8-67705
Contact information
FINRA licenses (52 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| MOELIS & COMPANY GROUP LP | PARENT COMPANY | |
| CALLESANO, CHRIS PETER | CFO, PRINCIPAL OPERATIONS OFFICER AND PRINCIPAL FINANCIAL OFFICER | 4889259 |
| MAHMOODZADEGAN, NAVID ALI | CHIEF EXECUTIVE OFFICER | 2609804 |
| MOELIS, KENNETH DAVID | EXECUTIVE CHAIRMAN | 1015047 |
| PILCHER CIAFONE, KATHERINE CELY | CHIEF OPERATING OFFICER | 4573006 |
| RAICH, JEFFREY ALAN | EXECUTIVE VICE CHAIRMAN | 2016620 |
| WATANABE, OSAMU RICHARD | CHIEF LEGAL OFFICER AND CHIEF COMPLIANCE OFFICER | 2875185 |
Disclosures
| Regulatory Event | 1 |
Red Flags
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