Ali Shahmohammadi (CRD# 6798002) is an Investment Advisor Representative working at Citizens Securities, Inc. in Albany, NY and has over 6 years of experience in the finance industry.
CRD# 2853423
Albanyadvisor Group LLC
CRD# 6468527
Atlas Private Wealth Management, LLC
CRD# 4293316
Del-sette Capital Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Citizens Securities, Inc. | Westwood, MA | Mar 2023 - Current | 1 |
| Citizens Bank, N/a | Plymouth, MA | Mar 2023 - Current | 1 |
| Santander Bank, Na | Boston, MA | Jan 2018 - Mar 2023 | 5 |
| Santander Securities, LLC | Dorchester, MA | Jan 2018 - Mar 2023 | 5 |
| Prudential Insurance Company Of America | Warwick, RI | Sep 2017 - Jan 2018 | < 1 |
| Pruco Securities, LLC | Warwick, RI | Apr 2017 - Jan 2018 | < 1 |
| Home Depot | Dartmouth, MA | Apr 2016 - Jun 2017 | 1 |
| Peak Engineering Staffing | Pittsburgh, PA | Jan 2016 - Mar 2016 | < 1 |
| Home Depot | Taunton, MA | May 2012 - Dec 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2017 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
- RI
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Total Assets Under Management7,314MILLIONS
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Total Number of Accounts47,222ACCOUNTS
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Average Account Value$154,888
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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