Mohammed Ali Ansari

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 01/2017 → Present
  Doyens Capital Management Inc.
  Delray Beach, FL
• 10/2015 → 07/2017
  Experito Forensics Inc.
  Boca Raton, FL
• 06/2020 → 10/2021
  Marcum Llp
  Melville, NY
• 06/2020 → 04/2021
  Raymond James Financial Services Advisors, Inc.
  West Palm Beach, FL
• 04/2020 → 04/2021
  Marcum Financial Services Llc
  Ft. Lauderdale, FL
• 04/2021 → 08/2021
  Marcum Wealth, Llc
  Ft. Lauderdale, FL
• 11/2021 → Present
  Raymond James Financial Services, Inc.
  Boca Raton, FL
• 11/2021 → Present
  Raymond James Financial Services Advisors, Inc.
  Boca Raton, FL
• 11/2021 → Present
  Boca Raton Financial Planners
  Boca Raton, FL
• 12/2021 → Present
  Arthur Rottenstein, Llc.
  Boca Raton, FL

Previous Registrations

• 2021-05-26 → 2021-09-01
  Marcum Wealth, Llc
  Cleveland, OH
  Ft Lauderdale, FL
• 2020-06-15 → 2021-04-09
  Raymond James Financial Services Advisors, Inc
  West Palm Beach, FL
• 2017-03-22 → 2020-07-17
  Doyens Capital Management Inc.
  Boca Raton, FL

Other Businesses

(1)Name of Business: Ansari Foundation Address: 9435 Isles Cay Dr, Delray Beach, FL, 33446, United States Activity Type: Non profit Position/Title: Board Member, Chair of the Board, Officer - CEO, Founder Investment Related: Yes Start Date: 05/08/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Charitable Foundation (501( c) (3) status) to dispense contributions to other charitable, religious and educational purposes, including, for such purposes, the making of distributions to organizations that qualify as exempt organizations under section 501(c)(3) IRC. (2)Name of Business: Experito Forensics Inc. Address: 9435 Isles Cay Dr, Delray Beach, FL, 33446, United States Activity Type: Accounting/CPA Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/01/2022 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Experito Forensics is also a licensed Insurance Agency to primarily transact in non-variable Insurance products. \n\nCurrently, Experito's revenue is primarily derived from services in tax preparation & consulting, forensic accounting and consulting, preparing reports related to any projects related to forensic accounting and AML investigations, etc. (3)Name of Business: Experito Forensics, Inc. Address: 9435 Isles Cay Dr, Delray Beach, FL, 33446, United States Activity Type: Accounting/CPA Position/Title: Owner/Proprietor Investment Related: No Start Date: 10/18/2021 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: I independently work as a consultant in tax and forensic accounting. I represent clients like individuals, law firms and financial institutions providing consulting services in Forensic accounting, tax disputes, tax preparation, dispute resolution, Anti-Money Laundering consulting, fraud investigations, securities litigations, etc. \n\nAdditionally, I provide reports and may testify in courts, arbitration and mediation panels on my findings, as needed by the clients. (4)Name of Business: Doyens Capital Management, Inc. Address: 17061 Emile Street, Apt 2, Boca Raton, FL, 33487, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 01/03/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: It is a Sub S Corporation registered in Florida, but inactive. \nNo revenues, but will maintain the business entity's registration.

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-01-13
• S65 Uniform Investment Adviser Law Examination
  2016-12-07

Other Names

• Mohammed Asif Ali Ansari
• Ali Ansari
• Mohammed A Ali Ansari
• Mohammed Ali Ansari
• Mohammed A. Ali Ansari
• Mohammed A Ansari