Reem Masarani, financial advisor Costa Mesa CA
93 score

Reem Masarani

CRD Number: 6017964
Current Firm: Gfo Advisory Services, LLC

Reem Masarani (CRD# 6017964) is an Investment Advisor Representative working at Gfo Advisory Services, LLC in Costa Mesa, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Genspring Family Offices Costa Mesa, CA Jan 2012 - Current 6
Fieldstone Management Services, Inc. Irvine, CA Jul 2006 - Jan 2012 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2012
Contact Info for Reem Masarani
Phone Number: 561-746-8444
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    264
    MILLIONS
  • Total Number of Accounts
    163
    ACCOUNTS
  • Average Account Value
    $1,619,154
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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