AK
AK

Abrahim Mutee Kassim

15 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningSocially Responsible InvestingTax Planning
Compensation
Fee-Only (AUM)
Firm Size
82 advisors
Number of Clients
655 clients
Average Client Portfolio
$268K average
Assets Under Management
$175.8M

Fee Structure

Minimum Investment:$75K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.50%
$250K - $500K1.40%
$500K - $750K1.30%
$750K+1.10%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$250
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Location

9658 Baltimore Ave, Ste 200, College Park, MD, 20740

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Abrahim is a full-time agency manager for Western & Southern Life in College Park, MD.

Employment History
Current Registrations
W&s Brokerage Services, INC.
October 2024 - Present · 1 yr 4 mos
W&s Brokerage Services, INC.Broker
October 2024 - Present · 1 yr 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2023 - October 2024 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2023 - October 2024 · 11 mos
Mutual of Omaha Investor Services, INC.
January 2022 - November 2023 · 1 yr 10 mos
Mutual of Omaha Investor Services, INC.Broker
January 2022 - November 2023 · 1 yr 10 mos
Wells Fargo Clearing Services, LLC
March 2019 - December 2021 · 2 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
December 2018 - December 2021 · 3 yrs
Hsbc Securities (USA) INC.Broker
August 2016 - December 2018 · 2 yrs 4 mos
Citigroup Global Markets INC.Broker
July 2014 - December 2014 · 5 mos
J.P. Morgan Securities LLCBroker
October 2012 - April 2013 · 6 mos
Chase Investment Services CORP.Broker
February 2011 - October 2012 · 1 yr 8 mos
Chase Investment Services CORP.Broker
June 2005 - March 2009 · 3 yrs 9 mos
Pruco Securities, LLC.Broker
March 2004 - July 2004 · 4 mos
State Registrations3 states
FLMDVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Abrahim Mutee Kassim - Financial Advisor | TrueAdvisor