Muhammed Mosa Kaleel

Employer firm

Farther CRD 302050

$16.0B regulatory AUM 450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 07/1988 → Present
  The Kaleel Company, Inc
  Boston, MA
• 01/2005 → 05/2026
  Kaleel Investment Advisors, Llc
  Boston, MA
• 07/2008 → 01/2025
  Lincoln Financial Securities Corporation
  Boston, MA
• 05/2026 → Present
  Farther
  Boston, MA
• 01/2025 → 05/2026
  Osaic Wealth, Inc.
  Boston, MA

Previous Registrations

• 2004-03-30 → 2026-06-30
  Kaleel Investment Advisors, Llc
  Boston, MA
• 2000-11-07 → 2006-10-17
  Independent Advisers Group Corp
  Boston, MA

Other Businesses

THE KALEEL COMPANY, INC., 77 FRANKLIN ST. #501, BOSTON MA CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: PRESIDENT/OWNER DUTIES: OFFERS DISABILITY INSURANCE, FIXED ANNUITIES, INDEXED ANNUITIES, LIFE SETTLEMENTS, LONG-TERM CARE INSURANCE, TRADITIONAL LIFE INSURANCE START DATE: 12/1/1999 HOURS PER MONTH: 0-2 HOURS PER MONTH DURING TRADING HOURS: 0

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-05-24

Designations

• Chartered Financial Consultant

Other Names

• Muhammed Kaleel
• Michael Mosa Kaleel