Antoine
Souma
Galliott Capital Advisors, LLC
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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
Services Offered
Fee Structure
Office Location
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Galliott Capital Advisors, LLC Brokerage Details
$118,219,994
9
62
$1,906,774
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
Galliott Capital Advisors, LLC
Insigneo Securities, LLC
Insigneo Advisory Services
Morgan Stanley Private Bank, N.A
Morgan Stanley Private Bank, N.A
Morgan Stanley
J.P Morgan Securities Inc
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
Beverly Hills, CA
Beverly Hills, CA
Beverly Hills, CA
Beverly Hills, CA
Beverly Hills, CA
Beverly Hills, CA
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