Chloe BarroukhCRD 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.
Awm Capital, LLC
Wealth Management Partners Of Los Angeles
Quantum Financial Advisors, LLC
|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|
Total Assets Under Management205MILLIONS
Total Number of Accounts31ACCOUNTS
Average Account Value$6,616,102
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
CA, CO, NC, NY, TX
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