Shireef Elmakawi, Esq., financial advisor San Diego CA

Shireef Elmakawi, Esq.

CRD Number: 4296761
Current Firm: Osaic Wealth, Inc.

Shireef Elmakawi (CRD# 4296761) is an Attorney and Investment Advisor Representative working at ELM Wealth Management/Law Office of Shireef Elmakawi, Inc. in Studio City, CA and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Osaic Wealth, Inc. San Diego, CA Sep 2023 - Current < 1
Uc Hastings Law School San Francisco, CA Aug 2014 - Current 9
Sagepoint Financial, Inc. Studio City, CA Oct 2016 - Sep 2023 6
Liberty Group LLC Oakland, CA Jul 2015 - Nov 2015 < 1
Bancwest Invertment Services Encino, CA Aug 2013 - Aug 2014 1
Bank Of The West Encino, CA Aug 2013 - Aug 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2000
S66 NASAA Uniform Combined State Law Examination Oct 2010
Disclosure Information

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Contact Info for Shireef Elmakawi, Esq.
By the Numbers
  • Total Assets Under Management
    29,536
    MILLIONS
  • Total Number of Accounts
    149,233
    ACCOUNTS
  • Average Account Value
    $197,920
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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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Data verified by both the advisor and the public regulatory data.

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