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Abbas Riyaz Somji

Tanager Wealth Management

London

CRD 5957586

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Employer firm

Tanager Wealth Management CRD 166084

$1.60B regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Tanager Wealth Management

7Th Floor, East Wing Vintners Place, 68 Upper Thames Street, London EC4V 3BJ • United Kingdom

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-02-20
  • TX RA
    APPROVED
    Since 2020-02-20

Branch Locations

7Th Floor, East Wing Vintners Place, 68 Upper Thames Street, London EC4V 3BJ • United Kingdom

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Altruista Houston TX 07/2011 02/2018
Valmark Securities, Inc. Akron OH 06/2013 02/2018
Tanager Wealth Management London 03/2018 Present
  • 07/2011 → 02/2018
    Altruista
    Houston, TX
  • 06/2013 → 02/2018
    Valmark Securities, Inc.
    Akron, OH
  • 03/2018 → Present
    Tanager Wealth Management
    London
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-07-18
  • S65 Uniform Investment Adviser Law Examination
    2016-07-18
Designations
  • Certified Financial Planner

View on SEC IAPD

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