Business Description

When it comes to choosing an investment advisor, you want someone who can provide you with personalized, timely and analytical services. Someone who will listen to you and provide recommendations that fit your personal goals.

Since 1994 Mehdi Grayeli has been working with individual investors by listening to them and providing them with a sound financial advice.

General Information

Gender:

Male

CRD#:

2078884

Firm CRD#:

115557

Name of Custodial Firm:

Fidelity Investments

States Licensed in:

VA, MD

Years of Experience in Financial Services:

Number of Years with Current Firm:

Work Experience:

Grayeli 1/1998 - Present
Merrill Lynch 9/1994 - 11/1997

I work with the following types of clients:

Individual Investors, Businesses

Foreign Languages Serviced:

Persian

Education

Academic Background

MBA, Finance - University of Maryland
BS, Finance - University of Baltimore

Services

Investment Types:

Annuities, Insurance, Mutual Funds, Alternative Investments, Exchange Traded Funds (ETFs), Stocks, Bonds

Qualifications & Memberships

Securities Licenses:

Series 65

Insurance and Annuity Licenses:

Life, Long Term Care, Annuity, Disability

Firm Information

Number of Advisors in Office:

Up to 10 employees

Compliance

Registered Investment Advisor:

Yes

Investment Advisor Representative:

Yes

I am an acknowledged fiduciary:

Yes

Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Compensation & Fees

I am a fee-only financial professional:

Yes

I am a fee-based financial professional:

Yes

Minimum Portfolio Size for New Managed Accounts:

$100,000

Compensation Methods:

Based on Assets

Fee % Based on Assets:

Prepared By:

Mehdi Grayeli