Michael Masalehdani

Employer firm

Iht Wealth Management LLC CRD 171481

$9.80B regulatory AUM 326 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 09/2015 → Present
  Fidelity Brokerage Services Llc
  Lake Grove, NY
• 07/2018 → Present
  Fidelity Personal And Workplace Advisors
  Boston, MA

Previous Registrations

• 2018-07-13 → 2024-01-16
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2016-06-21 → 2018-07-13
  Strategic Advisers Llc
  Lake Grove, NY
  Roslyn, NY
• 2015-01-15 → 2015-09-15
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Melville, NY

Exams

• S66 Uniform Combined State Law Examination
  2015-01-14
• S63 Uniform Securities Agent State Law Examination
  2014-02-21