Mohammad Bilal Kaleem
Investment adviser representative at Hoopoe Advisors
10 yearsExperience
3 statesRegistered in
$610MFirm assets
6 yearsFirm in business
Are you Mohammad Bilal Kaleem? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Hoopoe Capital Markets, LLCMay 2018 to now
- Hoopoe AdvisorsNov 2016 to now
- LPL Financial, LLCMar 2016 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 3 states (MA, NJ, TX).
Hoopoe Advisors
Legal name: Strengthening Families & Communities, LLC
$610MAssets managed
626Clients
11Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6631211
- Firm CRD
- 282573