Sherif Othman

Employer firm

Poise Investment Advisors CRD 315434

$1.30M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Periodicals / newsletters
• Market timing
• Educational seminars
• VALUATION OF FINANCIAL ASSETS

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

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

Current Employers

Employment History

• 05/2015 → 12/2017
  Green Company For Export, Import And Trading Agencies
  Cairo And Washington D.C.
• 01/2018 → 12/2021
  So Financial Consultants (Sherif Othman)
  Maryland, MD
• 12/2021 → Present
  Poise Investment Advisors, Llc
  Germantown, MD

Previous Registrations

• 2022-02-22 → 2024-12-31
  Poise Investment Advisors
  Germantown, MD

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-12-24