Mahmudul Hassan (CRD# 6296053) is an Investment Advisor Representative working at Beeline Capital Advisors LLC in San Carlos, CA and has over 10 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
Company Name | Location | Dates | Years |
---|---|---|---|
Microsoft Corporation | Mountain View, CA | Apr 2022 - Current | 1 |
Beeline Capital Advisors LLC | San Carlos, CA | Jan 2014 - Current | 10 |
Microsoft Corporation | Mountain View, CA | Apr 2019 - Apr 2022 | 3 |
Nuvacon Corporation | Seattle, WA | Feb 2018 - Mar 2019 | 1 |
Good Swan, Inc. | San Carlos, CA | Oct 2016 - Jan 2018 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jul 2013 |
- CA
-
Total Assets Under Management7MILLIONS
-
Total Number of Accounts6ACCOUNTS
-
Average Account Value$1,187,838
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.