Unclaimed Profile

Melissa Guevara Sotudeh

HALPERN FINANCIAL, INC.·ASHBURN, Virginia

Series 6, Series 65Clean record17 years registeredHALPERN FINANCIAL, INC.

20365 EXCHANGE STREET, ASHBURN, VA 20147CRD# 5126723Firm CRD# 108822

Profile Verification

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

Identity

Melissa Guevara Sotudeh · ASHBURN, VA

Registration

CRD #5126723 · HALPERN FINANCIAL, INC. · 17 years registered

Brand Profile

Not yet started

Career History

MAI CAPITAL MANAGEMENT, LLC

Oct 2024 – present

HALPERN FINANCIAL, INC.

Nov 2013 – Oct 2024

ASHBURN, VA

WARNER FINANCIAL, INC

Mar 2009 – Nov 2013

BETHESDA, MD

Registrations & Exams

FINRA examinations passed

Series 6

Series 65

Registration record

First registered · March 17, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HALPERN FINANCIAL, INC.

CRD 108822 · SEC 801-57444

AUM

$1.1B

Regulatory assets under management

Employees

1,332 client accounts

Services offered by HALPERN FINANCIAL, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at HALPERN FINANCIAL, INC. →

Introduction

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Frequently Asked Questions

What services does Melissa Guevara Sotudeh offer?

Melissa Guevara Sotudeh specializes in Investment Management, Wealth Management. Contact their office in ASHBURN, Virginia for a consultation.

What are Melissa Guevara Sotudeh's credentials?

Melissa Guevara Sotudeh is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Melissa Guevara Sotudeh located?

Melissa Guevara Sotudeh is based in ASHBURN, Virginia, working with HALPERN FINANCIAL, INC.. Their office serves clients in the ASHBURN metropolitan area and surrounding communities.

How does Melissa Guevara Sotudeh charge for services?

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

How large is HALPERN FINANCIAL, INC.?

HALPERN FINANCIAL, INC. has approximately 13 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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