Mohamad Doleh

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-08-01
IL	RA	APPROVED	2024-07-09

Branch Locations

110 N Wacker Dr, Chicago, IL 60606 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Chicago	IL	01/2023	Present
First American Bank	Oak Lawn	IL	03/2022	08/2022
Bmo Harris Bank	Oakbrook Terrace	IL	12/2019	03/2022
Fry The Coop	Oak Lawn	IL	11/2017	08/2018
Unemployed	Oak Lawn	IL	08/2022	11/2022
Unemployed	Oak Lawn	IL	08/2018	11/2019
Saint Xavier University	Chicago	IL	08/2017	05/2019
Moraine Valley Community College	Palos Hills	IL	08/2014	05/2017

01/2023 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Chicago, IL
03/2022 → 08/2022

First American Bank

Oak Lawn, IL
12/2019 → 03/2022

Bmo Harris Bank

Oakbrook Terrace, IL
11/2017 → 08/2018

Fry The Coop

Oak Lawn, IL
08/2022 → 11/2022

Unemployed

Oak Lawn, IL
08/2018 → 11/2019

Unemployed

Oak Lawn, IL
08/2017 → 05/2019

Saint Xavier University

Chicago, IL
08/2014 → 05/2017

Moraine Valley Community College

Palos Hills, IL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-07-08