Antoine
Souma

Galliott Capital Advisors, LLC

CRD#4210987
Investment Advisor
in Beverly Hills, CA

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About this Advisor

Antoine Souma is a financial advisor based in Beverly Hills, California, working with Galliott Capital Advisors, LLC. Antoine has previously held positions at J.P Morgan Securities Inc, Jpmorgan Chase Bank, N.A, Morgan Stanley Private Bank, N.A, Insigneo Securities, LLC, Insigneo Advisory Services, Galliott Capital Advisors, LLC, and Morgan Stanley. Antoine has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Antoine is part of Galliott Capital Advisors, LLC, which operates out of Beverly Hills, California. The firm has 9 employees and manages assets totaling $118.2 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Galliott Capital Advisors, LLC includes asset-based, hourly, fixed, performance-based, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees, Others

Office Location

9401 Wilshire Blvd. Ste 705
Beverly Hills, CA 90212

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Galliott Capital Advisors, LLC Brokerage Details

Total Assets Under Management

$118,219,994

CA Average: $7,578,581,321
Total Number of Employees

9

CA Average: 43
Total Number of Accounts

62

CA Average: 3,727
Average Account Size

$1,906,774

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Antoine Souma Work History

2021 - Present (3 years)

Galliott Capital Advisors, LLC

2020 - Present (4 years)

Insigneo Securities, LLC

2020 - Present (4 years)

Insigneo Advisory Services

2016 - Present (8 years)

Morgan Stanley Private Bank, N.A

2016 - 2020 (4 years)

Morgan Stanley Private Bank, N.A

2016 - 2020 (4 years)

Morgan Stanley

2010 - 2016 (6 years)

J.P Morgan Securities Inc

2010 - 2016 (6 years)

Jpmorgan Chase Bank, N.A

Disclosures

Please visit the SEC profile of Antoine Souma to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Galliott Capital Advisors, LLC

Talal Attieh
Beverly Hills, CA
Azelia Betancourt
Beverly Hills, CA
Tarek Elmehelmy
Beverly Hills, CA
Ahsoo Ahn
Beverly Hills, CA
Antoine Souma
Beverly Hills, CA
Robert Mourad
Beverly Hills, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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