David A. Salehi

SALEHI WEALTH MANAGEMENT

DEARBORN, MI

Some features on this profile are disabled

CRD#: 7829659

Professional summary

David Alexander Salehi is a registered financial advisor currently at SALEHI WEALTH MANAGEMENT, LLC located in Dearborn, Michigan.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. David has worked at 2 firms and has passed the Series 65 and SIE exams.

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 David Alexander Salehi'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

August 13, 2024 - Present

SALEHI WEALTH MANAGEMENT, LLC

RIA

CRD#: 332392

DEARBORN, MI

Past

November 7, 2023 - July 22, 2024

BLUE CHIP PARTNERS, LLC

RIA

CRD#: 132437

FARMINGTON HILLS, MI

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

Michigan
(8/13/2024)

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

State Security Law Exam

IAR

Series 65

Date: 1/9/2023

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/11/2022

Securities Industry Essentials Examination

Current Firm

SALEHI WEALTH MANAGEMENT, LLC

CRD#: 332392 / SEC#:

Michigan

Registered Investment Advisory firm - (8/13/2024 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

Dearborn, MI

Mailing Address

Phone number

(313) 498-2358

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	31
AUM (Assets Under Management)	$ 7,477,681

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

David A. Salehi

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Alexander Salehi's CRS (Customer Relationship Summary).

Certified licenses

Experience

SALEHI WEALTH MANAGEMENT, LLC

BLUE CHIP PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/9/2023

SIE

Date: 10/11/2022

Current Firm

SALEHI WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SALEHI WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Similar Advisors