Dov B. Fobar

COMPREHENSIVE CAPITAL MANAGEMENT

Jersey City, NJ

CRD#: 2354557

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Professional summary

Dov Bernard Fobar, who also goes by Dov Fobar, is a registered financial advisor currently at COMPREHENSIVE CAPITAL MANAGEMENT, INC. located in Jersey City, New Jersey.

Dov is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Dov has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dov Fobar

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dov Bernard Fobar's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 8, 2015 - Present

COMPREHENSIVE CAPITAL MANAGEMENT, INC.

RIA

CRD#: 119890

Jersey City, NJ

Past

April 11, 2014 - December 16, 2016

APW CAPITAL, INC.

CRD#: 43814

TOTOWA, NJ

Past

January 7, 2008 - February 25, 2014

1ST GLOBAL CAPITAL CORP.

CRD#: 30349

NEW YORK, NY

Past

July 13, 1993 - May 27, 1994

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

COMPREHENSIVE CAPITAL MANAGEMENT, INC.

CRD#: 119890 / SEC#: 801-61068

RIA

Registered Investment Advisory firm - (4/19/2002 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New Jersey
(4/8/2015)

IAR

New York
(3/20/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/11/2008

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/13/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/16/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/4/2008

General Securities Representative Examination

Current Firm

COMPREHENSIVE CAPITAL MANAGEMENT, INC.

CRD#: 119890 / SEC#: 801-61068

RIA

Registered Investment Advisory firm - (4/19/2002 Approved)

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Contact information

Main Address

100 Enterprise Drive, Suite 504, Rockaway, NJ 07866

Mailing Address

Phone number

(973) 394-0404

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (19 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CCM ADV 2A (3/12/2025)

Regulatory assets under management

Total Number of Accounts	2,105
AUM (Assets Under Management)	$ 71,040,110

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Dov B. Fobar

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dov Bernard Fobar's CRS (Customer Relationship Summary).

Certified licenses

Experience

APW CAPITAL, INC.

1ST GLOBAL CAPITAL CORP.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

COMPREHENSIVE CAPITAL MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 1/11/2008

Series 63

Date: 7/13/1993

SIE

Date: 12/16/2016

Series 7

Date: 1/4/2008

Current Firm

COMPREHENSIVE CAPITAL MANAGEMENT, INC.

Contact information

SEC notice filing (19 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COMPREHENSIVE CAPITAL MANAGEMENT, INC.

TRUST BUT VERIFY

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