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Camille Farid Fuleihan

Fuleihan, Camille, Farid

Belmont, MA

CRD 2623823

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Employer firm

Fuleihan, Camille, Farid CRD 129455

$16.9M regulatory AUM 10 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Fuleihan, Camille, Farid

Belmont, MA • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2010-11-24
MA RA APPROVED 2002-11-29
  • MI RA
    APPROVED
    Since 2010-11-24
  • MA RA
    APPROVED
    Since 2002-11-29

Branch Locations

Belmont, MA • 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
Fuleihan, Camille Farid Somerville MA 11/2002 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-02-26
S63 Uniform Securities Agent State Law Examination 1995-07-28
  • S65 Uniform Investment Adviser Law Examination
    1997-02-26
  • S63 Uniform Securities Agent State Law Examination
    1995-07-28
Other Names
  • Camille Farid Fuleihan

View on SEC IAPD

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