Moustapha Mounah
Investment adviser representative at Westminster Financial Advisory Corp
11 yearsExperience
1 stateRegistered in
CFADesignation
$1.4BFirm 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 assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Westminster Financial Advisory CorpMar 2024 to now
- Westminster Financial CompaniesFeb 2024 to now
- Alps Distributors, Inc.Oct 2022 to Dec 2023
- James Investment Research, Inc.Feb 2017 to Dec 2023
- Cradle North AmericaMay 2016 to Dec 2016
- Wright State UniversityMay 2015 to Dec 2016
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (OH).
Westminster Financial Advisory Corp
$1.4BAssets managed
2,029Clients
35Advisers
39 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
- 7586030
- Firm CRD
- 110283