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Basem Samir Darwich

Investment adviser representative at MKT Advisors LLC
11 yearsYears since first job or exam
1 stateRegistered in
$463.7M
14 yearsFirm in business

How is this counted?

Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

Experience

11 years since the first job or state securities exam on the SEC record. Counts all jobs listed.

  1. MKT Advisors LLCSep 2025 to now
  2. Andersen Tax LLCJun 2024 to Aug 2024
  3. GreystarFeb 2024 to Jun 2024
  4. Ginas PizzaJun 2023 to Jan 2024
  5. Newport Aquatic CenterJun 2023 to Sep 2023
  6. Vison MarineJun 2022 to Sep 2025
  7. University of California Santa BarbaraAug 2021 to May 2025
  8. Duffy Electric BoatsJun 2021 to Sep 2021
  9. UnemployedOct 2020 to May 2021
  10. Newport DunesMay 2020 to Sep 2020
  11. UnemployedSep 2015 to Apr 2020

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (CA).

MKT Advisors LLC

$463.7M
383Clients
4Advisers
14 yearsIn business

Official records

Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

8159603
163833
Advisor's SEC record (opens in a new tab)
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