TA

Tarek M. Abouljoud

ABRAM ASSET MANAGEMENT
Some features on this profile are disabled
CRD#: 2457530
TA

Professional summary


Tarek Mustapha Abouljoud is a registered financial advisor currently at ABRAM ASSET MANAGEMENT .

Tarek is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Tarek has worked at 4 firms and has passed the Series 63, Series 7 and Series 6 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

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.

CRS (Client Relationship Summary) - RIA


Click below to view Tarek Mustapha Abouljoud'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

April 1, 2010 - Present

ABRAM ASSET MANAGEMENT

RIA
CRD#: 151265
Past

March 3, 2010 - March 15, 2010

AZA CAPITAL MANAGEMENT

RIA
CRD#: 109784
CHICAGO, IL
Past

August 31, 1994 - July 17, 1996

FIRST OF MICHIGAN CORPORATION

BD
CRD#: 311
DETROIT, MI
Past

March 17, 1994 - August 19, 1994

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ

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
Michigan
(4/1/2010)

Exams


State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


AA
ABRAM ASSET MANAGEMENT
ABRAM ASSET MANAGEMENT | ABRAM ASSET MANAGEMENT, INC. | ABRAM ASSET MANAGEMENT, INC

CRD#: 151265 / SEC#:

Michigan
Registered Investment Advisory firm - (12/7/2009 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Grosse Pointe Park, MI
Mailing Address
Phone number
(248) 457-4590
Established
Firm type
Fiscal year end
# of Employees
1

Regulatory assets under management


Total Number of Accounts19
AUM (Assets Under Management)$ 8,117,407

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.

Company Information


ABRAM ASSET MANAGEMENT

CRD#: 151265

TRUST BUT VERIFY

Monitor Tarek Abouljoud

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Guy David Peel
Guy PeelAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Helena, MT
Mark Brown
Mark BrownAdvisorCheck Check Mark
AUSDAL FINANCIAL PARTNERS, INC.
IAR
RR
Estero, FL
Jeffrey Paul Meotti
Jeffrey MeottiAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
MADISON, CT
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.