Shahrokh Minoui, financial advisor Powell OH

Shahrokh Minoui

CRD Number: 1978877
Current Firm: Capital City Asset Management Group, LLC

Shahrokh Minoui (CRD# 1978877) is an Investment Advisor Representative working at Capital City Asset Management Group, LLC in Powell, OH and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Capital City Securities, LLC Powell, OH Sep 2019 - Current 4
Capital City Asset Management Group, LLC Powell, OH Sep 2019 - Current 4
Ameriprise Financial Services, Inc. Columbus, OH Oct 2009 - Sep 2019 9
Ameriprise Financial Services, Inc. Dublin, OH Oct 2009 - Sep 2019 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1995
S65 NASAA Investment Advisors Law Examination Jan 1995
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Shahrokh C. Minoui
Phone Number: 614-485-0803
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    62
    MILLIONS
  • Total Number of Accounts
    384
    ACCOUNTS
  • Average Account Value
    $162,316
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, NY, OH

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