Chloe Barroukh, financial advisor Santa Monica CA

Chloe Barroukh

CRD Number: 7145236
Current Firm: Align Impact, LLC

Chloe Barroukh (CRD# 7145236) is an Investment Advisor Representative working at Align Impact, LLC in Santa Monica, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Align Impact Los Angeles, CA Feb 2021 - Current 1
J.p. Morgan Securities LLC Miami, FL Jul 2019 - Feb 2021 1
Jpmorgan Chase Bank, N.a. Miami, FL Jul 2019 - Feb 2021 1
Unemployed Miami, FL Apr 2019 - Jun 2019 < 1
Bdi Automation Miami, FL Nov 2018 - Mar 2019 < 1
Unemployed Miami, FL Sep 2018 - Oct 2018 < 1
Jpmorgan Chase Bank, N.a. Miami, FL May 2018 - Aug 2018 < 1
Unemployed Los Angeles, CA Jan 2009 - Apr 2018 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2019
S65 NASAA Investment Advisors Law Examination Nov 2021
Contact Info for Chloe S. Barroukh
Phone Number: 805-243-8055
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    205
    MILLIONS
  • Total Number of Accounts
    31
    ACCOUNTS
  • Average Account Value
    $6,616,102
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

CA, CO, NC, NY, TX

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