Kamran Sadr-Mahalati

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 08/2010 → 09/2018
  Citigroup
  New York, NY
• 09/2018 → 10/2024
  Wallbridge Advisors, Inc.
  Rye, NY
• 10/2024 → Present
  Bmo Harris Bank
  New York, NY
• 12/2024 → Present
  Lpl Financial Llc
  New York, NY

Previous Registrations

• 2010-09-17 → 2018-12-05
  Citigroup Global Markets Inc.
  New York, NY

Other Businesses

1)12/05/2024 - BMO Investment Services - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)12/05/2024 - BMO Harris Bank - Financial Institution Duty - Inv Rel - At Reported Business Location(s) - Start: 12/224 - 160 Hr/Mth 3)12/05/2024 - Wallbridge Advisors, Inc. - Business Entity For Tax/Investment Purposes Only - Non-Inv Rel - Rye, NY - Start: 08/2018 - .5 Hr/Mth

Exams

• S66 Uniform Combined State Law Examination
  2025-11-22

Other Names

• Kamran Sadr
• Kamran Sadr
• Kamran Sadr-Mahalati
• Kamran Sadr
• Kamran Sadr-Nahalati