Unclaimed Profile

Kamiar Vossoughi

BMO FAMILY OFFICE, LLC·CHICAGO, Illinois

SIE, Series 7, Series 7TO, Series 9, Series 10, Series 66CFP CFAClean record16 years registeredBMO FAMILY OFFICE, LLC

320 SOUTH CANAL STREET, CHICAGO, IL 60606CRD# 5785540Firm CRD# 110264

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kamiar Vossoughi · CHICAGO, IL

Registration

CRD #5785540 · BMO FAMILY OFFICE, LLC · 16 years registered

Brand Profile

Not yet started

Career History

J.P. MORGAN SECURITIES LLC

Jan 2025 – present

CEDAR HILL ASSOCIATES, LLC

Dec 2016 – Nov 2018

CHICAGO, IL

CETERA INVESTMENT ADVISERS LLC

Jan 2014 – Dec 2016

SCHAUMBURG, IL

CETERA INVESTMENT SERVICES LLC

Apr 2013 – Jan 2014

Chicago, IL

CREDIT SUISSE SECURITIES (USA) LLC

May 2010 – Jun 2011

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 9

Series 10

Series 66

Registration record

First registered · May 24, 2010

Years registered · 16

Professional designations · CFP, CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BMO FAMILY OFFICE, LLC

CRD 110264 · SEC 801-56868

AUM

$6.1B

Regulatory assets under management

Employees

135

8,375 client accounts

Services offered by BMO FAMILY OFFICE, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at BMO FAMILY OFFICE, LLC →

Introduction

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Frequently Asked Questions

What services does Kamiar Vossoughi offer?

Kamiar Vossoughi specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CHICAGO, Illinois for a consultation.

What are Kamiar Vossoughi's credentials?

Kamiar Vossoughi holds the following professional designations: CFP, CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Kamiar Vossoughi located?

Kamiar Vossoughi is based in CHICAGO, Illinois, working with BMO FAMILY OFFICE, LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.

How does Kamiar Vossoughi charge for services?

Kamiar Vossoughi's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BMO FAMILY OFFICE, LLC?

BMO FAMILY OFFICE, LLC has approximately 135 employees and manages $6.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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