Moustapha Mounah

Employer firm

Westminster Financial Advisory Corp CRD 110283

$1.36B regulatory AUM

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

• 02/2017 → 12/2023
  James Investment Research, Inc.
  Xenia, OH
• 05/2016 → 12/2016
  Cradle North America
  Beavercreek, OH
• 05/2015 → 12/2016
  Wright State University
  Fairborn, OH
• 10/2022 → 12/2023
  Alps Distributors, Inc.
  Denver, CO
• 02/2024 → Present
  Westminster Financial Companies
  Beavercreek, OH

Previous Registrations

• 2022-08-29 → 2024-01-12
  James Investment Research Inc
  Xenia, OH

Exams

• S66 Uniform Combined State Law Examination
  2024-12-02

Designations

• Chartered Financial Analyst

Other Names

• Cheikh El Moustapha Ould Elmoctar Salem