Sarah Mushtaq Chhotani

Employer firm

Westmount Partners, LLC CRD 158857

$5.94B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• 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

• 06/2019 → 05/2023
  Gms International Foods
  Gardena, CA
• 08/2019 → 08/2021
  Tj Maxx
  Redondo Beach, CA
• 06/2022 → 08/2022
  Pardee Properties
  Venice, CA
• 06/2023 → 08/2023
  Merrill Lynch
  Beverly Hills, CA
• 08/2023 → 04/2024
  Usc Dornsife Office Of Administration And Finance
  Los Angeles, CA
• 04/2024 → 07/2024
  Unemployed
  Torrance, CA
• 07/2024 → Present
  Westmount Partners
  Century City, CA
• 10/2014 → 06/2019
  Unemployed
  Torrance, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-09-30