Mordechai Khaimov
Investment adviser representative at Seia
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$22.5BFirm 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
- Seminars and workshops
Experience
12 years in the industry.
- Seia LLCJun 2024 to now
- Ses LLCJun 2024 to now
- Cadaret Grant & Co., Inc.Feb 2022 to Jun 2024
- Cedar Brook GroupFeb 2022 to Jun 2024
- Eaton CorpJan 2021 to Jan 2022
- Boo USA LLPOct 2017 to Jan 2021
- UnemployedMar 2017 to Oct 2017
- Yeshiva UniversityJun 2014 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (OH).
Seia
Legal name: Signature Estate & Investment Advisors LLC
$22.5BAssets managed
9,833Clients
130Advisers
27 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
- 7498841
- Firm CRD
- 108163