Sherif A Atia
Investment adviser representative at Hoopoe Advisors
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$610MFirm assets
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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
12 years in the industry.
- Hoopoe AdvisorsJun 2019 to now
- Hoopoe Capital Markets, LLCJun 2019 to now
- Bankers LifeJun 2018 to Apr 2019
- Student At Brandeis UniversityAug 2014 to May 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (MA, 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
- 7099005
- Firm CRD
- 282573