Marjan Soleimanieh

GOSHO FINANCIAL GROUP

San Mateo, CA 94403

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CRD#: 7996890

Professional summary

Marjan Soleimanieh, who also goes by Hoda Soleimanieh, is a registered financial advisor currently at GOSHO FINANCIAL GROUP located in San Mateo, California and MARIN WEALTH ADVISORS LLC located in Novato, California.

Marjan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Marjan has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Hoda Soleimanieh

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 Marjan Soleimanieh's CRS (Customer Relationship Summary).

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

October 24, 2024 - Present

GOSHO FINANCIAL GROUP

Office #1: 1900 S Norfolk Street Suite 350, San Mateo, CA 94403

RIA

CRD#: 152268

San Mateo, CA

Current

January 8, 2026 - Present

MARIN WEALTH ADVISORS LLC

Office #1: 371 Bel Marin Keys Blvd., Suite 135, Novato, CA 94949

RIA

CRD#: 123237

Novato, CA

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".

MARIN WEALTH ADVISORS LLC

HUNTER JR, ROBERT CHARLES | ROBERT HUNTER | ROBERT C. HUNTER | MARIN WEALTH ADVISORS LLC

CRD#: 123237 / SEC#: 801-113162

RIA

Registered Investment Advisory firm - (6/8/2018 Approved)

California

Registered Investment Advisory firm - (7/15/2018 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.

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
(10/24/2024)

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: 9/11/2024

Uniform Investment Adviser Law Examination

Current Firm

MARIN WEALTH ADVISORS LLC

HUNTER JR, ROBERT CHARLES | ROBERT HUNTER | ROBERT C. HUNTER | MARIN WEALTH ADVISORS LLC

CRD#: 123237 / SEC#: 801-113162

RIA

Registered Investment Advisory firm - (6/8/2018 Approved)

California

Registered Investment Advisory firm - (7/15/2018 Terminated)

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Contact information

Main Address

371 Bel Marin Keys Blvd. Suite 135, Novato, CA 94949

Mailing Address

Phone number

(415) 458-5880

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MARIN WEALTH ADVISORS - ADV 2A (1/7/2026)

Regulatory assets under management

Total Number of Accounts	938
AUM (Assets Under Management)	$ 356,959,178

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.

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Marjan Soleimanieh

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marjan Soleimanieh's CRS (Customer Relationship Summary).

Certified licenses

Experience

GOSHO FINANCIAL GROUP

MARIN WEALTH ADVISORS LLC

Primary Firm SEC Registration

MARIN WEALTH ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/11/2024

Current Firm

MARIN WEALTH ADVISORS LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MARIN WEALTH ADVISORS LLC

TRUST BUT VERIFY

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