Mohammad Asad Pervez
Professional Summary
Mohammad Asad Pervez, who also goes by Mohammad Asad Pervez, is a registered financial advisor currently at HOOPOE ADVISORS located in Boston, Massachusetts and HOOPOE CAPITAL MARKETS, LLC located in Boston, Massachusetts. Mohammad is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Mohammad has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Mohammad Asad Pervez
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
4 years in the financial services industry
Current & Past Employments
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Current Firm
HOOPOE ADVISORS | STRENGTHENING FAMILIES AND COMMUNITIES, LLC | STRENGTHENING FAMILIES AND COMMUNITIES (SFC) | STRENGTHENING FAMILIES & COMMUNITIES, LLC | STRENGTHENING FAMILES & COMMUNITIES, LLC | STRENGTHENING FAMILES & COMMUNITIES (SFC)
Contact Information
Main Address
603 Massachusetts Avenue Suite 200, Boston, MA 02118Phone Number
(617) 708-0639# of Employees
11SEC notice filing (8 States and Territories)
Registered to provide investment advisory services in 8 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
626AUM (Assets Under Management)
$609,980,528Similar Advisors
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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.
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Primary Firm SEC Registration
HOOPOE ADVISORS | STRENGTHENING FAMILIES AND COMMUNITIES, LLC | STRENGTHENING FAMILIES AND COMMUNITIES (SFC) | STRENGTHENING FAMILIES & COMMUNITIES, LLC | STRENGTHENING FAMILES & COMMUNITIES, LLC | STRENGTHENING FAMILES & COMMUNITIES (SFC)
State Registrations and Notice Filings
(3/27/2023)
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.
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Mohammad Asad Pervez's CRS (Customer Relationship Summary).
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