Akram M. Omari

AKRAM M. OMARI, CPA

SAN FRANCISCO, CA 94102

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CRD#: 2430182

Professional summary

Akram Motie Omari, who also goes by Akram Omari, is a registered financial advisor currently at AKRAM M. OMARI, CPA located in San Francisco, California.

Akram is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Akram has worked at 1 firm and has passed the Series 2 exam.

At a Glance

Always Fiduciary

Aliases

Akram Omari

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 Akram Motie Omari'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®

None

Experience

Current

August 9, 2018 - Present

AKRAM M. OMARI, CPA

Office #1: 870 Market St Suite 1174, San Francisco, CA 94102

RIA

CRD#: 135499

SAN FRANCISCO, CA

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

California
(8/9/2018)

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

General Industry/Product Exam

Series 2

Date: 11/17/1993

Non-Member General Securities Examination

Current Firm

AKRAM M. OMARI, CPA

AKRAM M. OMARI, CPA | OMARI, AKRAM MOTIE

CRD#: 135499 / SEC#:

California

Registered Investment Advisory firm - (11/18/1993 Approved)

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Contact information

Main Address

870 Market St Suite 1174, San Francisco, CA 94102

Mailing Address

870 Market Street Suite 1174, San Francisco, CA 94102

Phone number

(415) 433-9191

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Akram M. Omari

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Akram Motie Omari's CRS (Customer Relationship Summary).

Certified licenses

Experience

AKRAM M. OMARI, CPA

State Registrations and Notice Filings

Exams

Series 2

Date: 11/17/1993

Current Firm

AKRAM M. OMARI, CPA

Contact information

Documents

Red Flags

Company Information

AKRAM M. OMARI, CPA

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