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Mohammad Bilal Kaleem

Hoopoe Advisors

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About Mohammad Bilal Kaleem

Mohammad Bilal Kaleem is an Investment Advisor Representative at Hoopoe Advisors. Mohammad Bilal Kaleem has been in the industry since June 2016. Mohammad Bilal Kaleem is registered with the state of Massachusetts, New Jersey and Texas. Mohammad Bilal Kaleem specializes in providing financial planning services, pension consulting and portfolio management. Hoopoe Advisors is a Registered Investment Advisor firm that provides financial planning, pension consulting and portfolio management services to individuals, families, and small businesses. Mohammad Bilal Kaleem is also a registered principal with Hoopoe Capital Markets, LLC.

Firm Information

Mohammad Kaleem is currently registered with Hoopoe Advisors. Hoopoe Advisors is an investment advisory firm located in Boston, MA. The firm advises individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and other investment advisors. The firm offers financial planning and portfolio management services. They manage approximately $402 million in assets. The firm has been registered with the SEC since 2019. They are active on LinkedIn and Instagram.
Hoopoe Advisors

603 MASSACHUSETTS AVENUE

BOSTON, MA 02118

$402.45M

Assets Under Management

Not reported

Total Clients

10

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Mohammad Kaleem’s Registration & Firm History

MA

11/29/2016 - Present

Hoopoe Advisors (BOSTON MA)

MA

06/03/2016 - 08/16/2017

LPL FINANCIAL LLC (BOSTON MA)

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Licenses & Designations

BOTH

Issued 06/23/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/20/2018

Series 24 - General Securities Principal Examination

BC

Issued 08/16/2017

SIE - Securities Industry Essentials Examination

BC

Issued 06/03/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mohammad Bilal Kaleem.
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