Advisor at MFT Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Mohammad Tabiekh is the principal advisor at MFT Wealth Management in Boston, MA, holding a Series 66 designation with eight years of industry experience. His prior roles include positions at LPL Financial, Wells Fargo Clearing, Bank of America, Merrill, and Morgan Stanley. Outside of advisory work, he is a licensed insurance agent authorized to sell life, disability, long-term care insurance, and fixed annuity products. MFT Wealth Management is an SEC-registered investment adviser serving pooled vehicles, institutional, and high-net-worth clients, with services adaptable for individual investors. The firm employs a combination of Modern Portfolio Theory–based strategic allocations and tactical adjustments across equities, fixed income, and ETFs, including cryptocurrency and precious-metal ETFs, while also offering discretionary short-term trading using technical analysis and event-driven strategies.
Based on MFT Wealth Management
Financial planning fees typically range from $5,000 to $15,000, may be higher for complex engagements, and are negotiable.
Account minimum: $1,000,000
Boston, MA
Massachusetts · Texas
MFT Wealth Management
2025 - Present (1 year)
Kestra Investment Services, LLC
2025 - Present (1 year)
Kestra Advisory Services, LLC
2025 - Present (1 year)
LPL Financial
2024 - 2025 (1 year)
Wells Fargo Clearing
2022 - 2024 (2 years)
Bank of America N.A.
2020 - 2022 (2 years)
Merrill
2019 - 2020 (1 year)
Morgan Stanley Private Bank, National Association
2017 - 2019 (2 years)
Morgan Stanley
2017 - 2019 (2 years)
Hult International Business School
2016 - 2017 (1 year)
Unemployed
2016 - 2016 (1 year)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 65
Quincy, MA
Brio Financial Planning
CFP®, CFA®, Series 63, Series 65
Braintree, MA
Dreamfield Planning Group, LLC
I began my career in the financial services industry nearly ten years ago. Prior to founding Dreamfield Planning Group, I served as an associate wealth management advisor at Sconset Wealth Management—an advisory practice nested in the downtown Boston office of Northwestern Mutual—where I developed financial plans and managed investment assets. In a preceding role in the same office, I led an internal business unit providing investment consulting services to multiple financial advisors representing more than $200 million of assets under management (AUM). Previous to that, I served as an associate financial advisor at a Foxborough, Massachusetts financial planning practice and as a research analyst at a Cambridge, Massachusetts public policy research firm. I hold a Bachelor of Arts in History from Hendrix College and a Master of Public Policy from Georgetown University. I am both a CERTIFIED FINANCIAL PLANNER™ and a CFA Charterholder. I have lived for many years in Milton, Massachusetts with my wife Allie and our son Ben. In my spare time, I enjoy travel, reading, playing guitar, and taking long walks with the family dog, Louie.
CFA®, Series 65
Cambridge, MA
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Series 65
Arlington, MA
Aztec Capital LLC
Series 63, Series 65
Reading, MA
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CFA®, Series 63
Boston, MA
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