Ali Emir Gumus

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

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

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
IN	RA	APPROVED	2025-10-09
TX	RA	APPROVED	2025-10-09

Branch Locations

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

Organization	City	State	From	To
Cackleberries Restaurant	Terre Haute	IN	04/2020	08/2023
Unemployed	Terre Haute	IN	08/2025	09/2025
Fidelity Investments	Indianapolis	IN	09/2025	Present
Equitable Advisors	Indianapolis	IN	05/2023	07/2025
Office Of Senator Mike Braun In The U.S. Senate	Washington	DC	05/2022	06/2022
Gateway High School	Kissimmee	FL	08/2017	05/2018
Unemployed	Terre Haute	IN	06/2018	07/2018
Watauga High School	Boone	NC	08/2016	05/2017
Unemployed	Boone	NC	05/2017	07/2017
South Vigo High School	Terre Haute	IN	08/2018	05/2019
Unemployed	Terre Haute	IN	06/2019	07/2019
Depauw University	Greencastle	IN	08/2019	05/2023

04/2020 → 08/2023

Cackleberries Restaurant

Terre Haute, IN
08/2025 → 09/2025

Unemployed

Terre Haute, IN
09/2025 → Present

Fidelity Investments

Indianapolis, IN
05/2023 → 07/2025

Equitable Advisors

Indianapolis, IN
05/2022 → 06/2022

Office Of Senator Mike Braun In The U.S. Senate

Washington, DC
08/2017 → 05/2018

Gateway High School

Kissimmee, FL
06/2018 → 07/2018

Unemployed

Terre Haute, IN
08/2016 → 05/2017

Watauga High School

Boone, NC
05/2017 → 07/2017

Unemployed

Boone, NC
08/2018 → 05/2019

South Vigo High School

Terre Haute, IN
06/2019 → 07/2019

Unemployed

Terre Haute, IN
08/2019 → 05/2023

Depauw University

Greencastle, IN

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-09-15