SA
SA

Sherif a Atia

6 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
565 clients
Average Client Portfolio
$962K average
Assets Under Management
$543.6M

Fee Structure

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Location

603 Massachusetts Avenue, Suite 200, Boston, MA, 02118

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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.

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Other Business ActivitiesSells Insurance

Sherif sells fixed insurance, starting in 2019. He dedicates minimal time to this activity.

Employment History
Current Registrations
Hoopoe Capital Markets, LLCBroker
September 2019 - Present · 6 yrs 5 mos
Hoopoe Advisors
August 2019 - Present · 6 yrs 6 mos
State Registrations6 states
CAMANJNYPATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Sherif A Atia - Financial Advisor | TrueAdvisor