Mohammed Sultan Ghouri

Employer firm

Turner Financial Group, Inc. CRD 134204

$230M regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 01/2013 → 04/2019
  Andalus Capital, Llc
  Syosset, NY
• 04/2019 → 10/2023
  Claraphi Advisory Network
  Laguna Hills, CA
• 11/2023 → Present
  Turner Financial Group
  Pace, FL

Previous Registrations

• 2019-04-11 → 2023-12-12
  Claraphi Advisory Network, Llc
  Jericho, NY
  Aliso Viejo, CA
• 2016-01-28 → 2019-04-30
  Andalus Capital, Llc
  Jericho, NY

Other Businesses

1) TANDON School of Engineering at NYU, non-investment related, One Metro Tech Center, 19th Floor, Brooklyn NY 11201, Director of Alumni Relations Office and Member of International Board of Director (IBOD), Start date 9/1/2021, Spends approximately 2 hours per month for this activity, participates in meetings as a board member for this institution. 2) Future First Energy, Non Investment related, 33 South Service Road Jericho NY 11753, Member of Board of Advisor, Start date 1/1/23, Spends approximately 2 hours per month for this activity, Provide coaching, mentoring thoughtful leadership and strategy building for the growth of the organization.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-03-09

Other Names

• Mohammed S. Ghouri