Antoine Nabih Souma

Employer firm

Galliott Capital Advisors, LLC CRD 313094

$249M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2016 → 07/2020
  Morgan Stanley
  Los Angeles, CA
• 06/2016 → 07/2020
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 07/2020 → Present
  Insigneo Securities, Llc
  Miami, FL
• 07/2020 → Present
  Insigneo Advisory Services
  Miami, FL
• 06/2016 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY
• 04/2021 → Present
  Galliott Capital Advisors, Llc
  Beverly Hills, CA

Previous Registrations

• 2020-07-01 → 2021-12-21
  Insigneo Advisory Services, Llc
  Miami, FL
  Beverly Hills, CA
• 2021-04-05 → 2021-12-10
  Galliott Capital Advisors, Llc
  Beverly Hills, CA
• 2016-06-01 → 2020-07-30
  Morgan Stanley
  Los Angeles, CA
• 2010-07-09 → 2016-06-07
  J.P. Morgan Securities Llc
  Los Angeles, CA
• 2008-03-13 → 2010-08-13
  Deutsche Bank Securities Inc.
  Los Angeles, CA
  Los Angeles, CA
• 2001-02-28 → 2008-03-26
  Ubs Financial Services Inc.
  Beverly Hills, CA
  Beverly Hills, CA

Other Businesses

1. 1642 Don Carlos LLC; Real Estate; Owner; Investment related; GLENDALE CA; 07/2016; 0,0 2. LVJCCL INVESTMENTS LLC; Real Estate; Owner; Investment related; GLENDALE CA; 07/2016; 0,0 3. 59265 Seville LLC; La Quinta, CA; Vacation home; Owner; Not Investment related; 02/2017; During Business hours: 0, After business hours: 0 4. 2111 Echo Park Avenue, LLC; Los Angeles, CA; Real Estate; Investment related; Manager; 06/2017; During business hours: 0; After business hours: 0 5. Varvour LLC; Investment related; California; Purchase Real Estate; Manager (proprietor, partner, officer, director, employee, trustee, agent); Oct 2017; During business hours: 0; After business hours: 0 6. 3304 Casitas Ave LLC; Investment related: Yes; Glendale, CA; Real Estate; member(proprietor, partner, officer, director, employee, trustee, agent); Jun 2019; During business hours: 0; After business hours: 0.01; 7. Galliott Capital Advisors LLC: Registered entity with the SEC as Investment Adviser Firm. Owner. Start 4/2021. Spends approx. 50 hrs/monthly. 8. Lebanese American Foundation - House of Lebanon. NPO. Board Member. Non-Investment related. No compensation. 1 hr per month. 9. LASD. Non-Investment related. Resource Facilitator. Provides support for the Los Angeles Sheriff's Department. Treasurer. Since 4/2022. 2 Hours per month

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-01-23
• S63 Uniform Securities Agent State Law Examination
  2000-10-11