DF
Dov B. Fobar
COMPREHENSIVE CAPITAL MANAGEMENT
Jersey City, NJ
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CRD#: 2354557
DF
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.
(1) AMERIWEALTH MGT., REGISTERED REP, SINCE 3/2014, FINANCIAL ADVISOR, 85% OF TIME SPENT, NO OTHER EMPLOYEES, PD BY COMMISSIONS. (2) DOV FOBAR, NOT INVESTMENT RELATED; SERV: PROVIDE GENERAL MGMT CONSULTING TO CLIENTS, and provide insurance services; TITLE: OWNER; COMP: RETAINER BASIS; START DATE: 3/11/2014.
CRS (Client Relationship Summary) - RIA
Click below to view Dov Bernard Fobar's 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®
NoneExperience
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.
BD
CRD#: 43814
ROCKAWAY, NJ
Past
January 7, 2008 - February 25, 2014
1ST GLOBAL CAPITAL CORP.
BD
CRD#: 30349
NEW YORK, NY
Past
July 13, 1993 - May 27, 1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
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".
CC
COMPREHENSIVE CAPITAL MANAGEMENT, INC.
AMERIWEALTH MANAGEMENT | WEINGARTEN FINANCIAL GROUP | SENIOR RESOURCES | RETIREMENT TARGETS | OBERLANDER DORFMAN | JFL TOTAL WEALTH MANAGEMENT | INTERNATIONAL FINANCIAL ADVISORY GROUP | HARPER & HODGE | GIL WOOD & ASSOCIATES | EAST MAIN STREET ADVISORS | DMC WEALTH ADVISORS, LLC | COMPREHENSIVE FINANCIAL SERVICES | COMPREHENSIVE CAPITAL MANAGEMENT, INC. | COMPASS-ION ADVISORS LLC | BACK9 RETIREMENT SOLUTIONS | B&D FINANCIAL SERVICES, 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)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CC
COMPREHENSIVE CAPITAL MANAGEMENT, INC.
AMERIWEALTH MANAGEMENT | WEINGARTEN FINANCIAL GROUP | SENIOR RESOURCES | RETIREMENT TARGETS | OBERLANDER DORFMAN | JFL TOTAL WEALTH MANAGEMENT | INTERNATIONAL FINANCIAL ADVISORY GROUP | HARPER & HODGE | GIL WOOD & ASSOCIATES | EAST MAIN STREET ADVISORS | DMC WEALTH ADVISORS, LLC | COMPREHENSIVE FINANCIAL SERVICES | COMPREHENSIVE CAPITAL MANAGEMENT, INC. | COMPASS-ION ADVISORS LLC | BACK9 RETIREMENT SOLUTIONS | B&D FINANCIAL SERVICES, INC.
CRD#: 119890 / SEC#: 801-61068
RIA
Registered Investment Advisory firm - (4/19/2002 Approved)Upgrade to AdvisorCheck Premium
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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
11
SEC notice filing (19 States and Territories)
Documents
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.
