Mostafa Kamel Salama

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-05-12
FL	RA	APPROVED	2026-04-02

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Brandon	FL	09/2020	Present
Wells Fargo Bank Na	Tampa	FL	07/2019	09/2020
Sprint United Management	Tampa	FL	07/2016	07/2019
Hillsborough Community College	Tampa	FL	05/2018	05/2023
The University Arizona	Tampa	FL	01/2024	Present
Bank Of America, N.A.	Brandon	FL	04/2026	Present

09/2020 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Brandon, FL
07/2019 → 09/2020

Wells Fargo Bank Na

Tampa, FL
07/2016 → 07/2019

Sprint United Management

Tampa, FL
05/2018 → 05/2023

Hillsborough Community College

Tampa, FL
01/2024 → Present

The University Arizona

Tampa, FL
04/2026 → Present

Bank Of America, N.A.

Brandon, FL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-01-10

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