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Ali Mossadeghi

BMO Capital Markets Corp.

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About Ali Mossadeghi

Ali Mossadeghi is a financial professional with over 20 years of experience in the industry. Ali is currently registered with BMO Capital Markets Corp. Ali has a strong track record of providing investment advice and portfolio management services to a wide range of clients, including investment companies, pooled investment vehicles, and high-net-worth individuals.

Firm Information

Ali Mossadeghi is currently registered with BMO Capital Markets Corp.. BMO Capital Markets Corp. is a Corporation headquartered in NEW YORK, NY. Founded in March 1988, the firm has a broad reach with state-level registrations in all 50 states plus Puerto Rico and the Virgin Islands. It offers investment advisory services, including portfolio management for pooled investment vehicles, and holds approximately $10 billion - $50 billion in assets. BMO Capital Markets Corp. primarily serves investment companies and pooled investment vehicles, with a total of 113 clients and $796,416,350 in regulatory assets under management.
BMO Capital Markets Corp.

151 WEST 42ND STREET

NEW YORK, NY 10036

$796.42M

Assets Under Management

113

Total Clients

178

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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provision of securities trading ideas and research

Provision of securities trading ideas and research

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fees for securities trading ideas and research

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Ali Mossadeghi’s Registration & Firm History

CA

06/29/2017 - Present

BMO Capital Markets Corp. (SAN FRANCISCO CA)

CA

11/28/2016 - 03/03/2017

CLSA AMERICAS, LLC (SAN FRANCISCO CA)

CA

05/13/2013 - 08/05/2016

MACQUARIE CAPITAL (USA) INC. (SAN FRANCISCO CA)

CA

05/26/2010 - 05/07/2013

SUSQUEHANNA FINANCIAL GROUP, LLLP (SAN FRANCISCO CA)

CA

03/27/2009 - 05/11/2010

PALI CAPITAL, INC. (GREENBRAE CA)

CA

09/22/2008 - 01/27/2009

BARCLAYS CAPITAL INC. (SAN FRANCISCO CA)

CA

12/03/1998 - 09/22/2008

LEHMAN BROTHERS INC. (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 06/12/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/30/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ali Mossadeghi.
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