Hedieh
Bolour

Deutsche Bank Securities Inc

CRD#5545173
Investment Advisor
in Los Angeles, CA

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About this Advisor

Hedieh Bolour is a financial advisor based in Los Angeles, California who has 1 year of industry experience. Bolour is currently employed by Deutsche Bank Securities Inc. The advisor has gained experience at Bank Of America, N.A, Merrill Lynch, Pierce, Fenner & Smith Inc, Wells Fargo, Lido Advisors, LLC, Deutsche Bank Trust Company Americas (Affiliate Of Dbsi) and Deutsche Bank Securities Inc. Bolour maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in California. Deutsche Bank Securities Inc is an advisory business operating out of New York, NY. The firm has a total of 1,585 people on staff. It has $21 million in total assets between its 15 accounts, placing it among the smaller financial advisory firms in the country by assets under management. Of its 15 accounts, 47% belong to high-net-worth investors who have at least $1 million in assets. The firm offers a number of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters and security rating services. Financial advisory fee schedules usually are based on which services the firm provides the client. Fee types billed by Deutsche Bank Securities Inc likely consist of some blend of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Security ratings or pricing services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1999 Avenue Of The Stars Ste. 3750
Los Angeles, CA 90067

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Deutsche Bank Securities Inc Brokerage Details

Total Assets Under Management

$21,348,952

CA Average: $7,464,549,021
Total Number of Employees

1,585

CA Average: 88
Total Number of Accounts

15

CA Average: 3,892
Average Account Size

$1,423,263

CA Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Security ratings or pricing services

Hedieh Bolour Work History

Hedieh has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Deutsche Bank Trust Company Americas (Affiliate Of Dbsi)

2022 - Present (2 years)

Deutsche Bank Securities Inc

2022 - 2022 (< 1 year)

Lido Advisors, LLC

2020 - 2022 (2 years)

Lido Advisors, LLC

2018 - 2020 (2 years)

Bank Of America, N.A

2018 - 2020 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2010 - 2018 (8 years)

Wells Fargo

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Hedieh Bolour 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 Deutsche Bank Securities Inc

Jean-Philippe Mourra
New York, NY
Benedikt Löneke
New York, NY
Jeffrey Rait
Jacksonville, FL
Mayra Fonseca
Los Angeles, CA
Payal Gupta
San Francisco, CA
Angel Chen
Los Angeles, CA
Rachel Maglicic
Miami, FL
Christine Mcadams
Jacksonville, FL

The content in this profile was updated by SmartAsset on 4/16/2023. 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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