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RIA / WealthAdvisor12 years in industry

MICHAEL MASALEHDANI

Advisor at IHT WEALTH MANAGEMENT LLC

CHICAGO, IL | Rolling Hills Estate, CA

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Search this name across graphsid dfx:ria:9a8ec166-9b7c-af1a-f319-bbfaefb8b295

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jan 15, 2015 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: IHT WEALTH MANAGEMENT LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 21, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: Feb 21, 2014
First registration: Jan 15, 2015
Dual registered: no
IAPD individual key: 6281752

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
IHT WEALTH MANAGEMENT LLC	Bd affiliated wealth	May 2, 2024	n/a	yes	CHICAGO, IL\|Rolling Hills Estate, CA	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 13, 2018	Jan 16, 2024	no	BOSTON, MA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Jun 21, 2016	Jul 13, 2018	no	LAKE GROVE, NY\|ROSLYN, NY	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jan 15, 2015	Sep 15, 2015	no	MELVILLE, NY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIDELITY PERSONAL AND WORKPLACE ADVISORS	IHT WEALTH MANAGEMENT LLC	Jan 16, 2024	May 2, 2024	107	Firm change	Ibd to ibd
STRATEGIC ADVISERS LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 13, 2018	Jul 13, 2018	0	Bulk transfer	Ibd to new firm
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	STRATEGIC ADVISERS LLC	Sep 15, 2015	Jun 21, 2016	280	Firm change	Wirehouse to ibd

Relationships

Registered with (4)

→ IHT WEALTH MANAGEMENT LLCRegistered adviserregistration: current employment
May 2, 2024 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 13, 2018 to Jan 16, 2024factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Jun 21, 2016 to Jul 13, 2018factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jan 15, 2015 to Sep 15, 2015factForm ADV

Dated events

Occurred
Jan 16, 2024
Advisor changed firm
Michael Masalehdani left Fidelity Personal And Workplace Advisors for Iht Wealth Management Llc (registered 2024-05-02)
Form ADVobserved 5 days ago