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Mohammad Heidari

Smartleaf Asset Management LLC

Boston, MA

CRD 7157530

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Employer firm

Smartleaf Asset Management LLC CRD 172273

$6.85B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (institutions)

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

Current Employers
Smartleaf Asset Management Llc

One Bowdoin Square Suite 1000, 10Th Floor, Boston, MA 02114 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2019-08-20
  • MA RA
    APPROVED
    Since 2019-08-20

Branch Locations

One Bowdoin Square Suite 1000, 10Th Floor, Boston, MA 02114 • United States

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
Smartleaf, Inc Boston MA 12/2017 Present
Lighthouse Signal Systems Cambridge MA 04/2012 12/2018
  • 12/2017 → Present
    Smartleaf, Inc
    Boston, MA
  • 04/2012 → 12/2018
    Lighthouse Signal Systems
    Cambridge, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-08-20
  • S65 Uniform Investment Adviser Law Examination
    2019-08-20

View on SEC IAPD

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Nearby Investors

JOHN KENNEDY
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Nearby Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA

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