Shima Salehi (CRD# 5646415) is an Investment Advisor Representative working at Summit Trail Advisors, LLC in Lake Oswego, OR and has over 12 years of experience in the finance industry.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Osaic Wealth, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Summit Trail Advisors, LLC | Lake Oswego, OR | May 2024 - Current | < 1 |
| Lpl Financial LLC | Lake Oswego, OR | Jul 2023 - May 2024 | < 1 |
| Bmo Bank Na | Portland, OR | Mar 2016 - May 2024 | 8 |
| Bancwest Investment Services | Portland, OR | Mar 2016 - Jul 2023 | 7 |
| Wells Fargo Advisors LLC | Portland, OR | Jun 2011 - Mar 2016 | 4 |
| Wells Fargo Bank, N.a. | Portland, OR | Dec 2006 - Mar 2016 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2011 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2012 |
- OR
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Total Assets Under Management17,652MILLIONS
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Total Number of Accounts10,249ACCOUNTS
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Average Account Value$1,722,278
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, WA, WI, WY
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