Robert Nahum

NISMAN INVESTMENT SERVICES

LAKEWOOD, NJ 08701

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CRD#: 2542976

Professional summary

Robert Nahum, CFP® is a registered financial advisor currently at NISMAN INVESTMENT SERVICES INC. located in Lakewood, New Jersey.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Robert has worked at 1 firm and has passed the Series 2 exam.

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.

ROBERT P NAHUM PC 1650 LEXINGTON AVE LAKEWOOD NJ 08701 PRESIDENT ACCOUNTING & TAX FIRM 06/01

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Nahum'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®

CFP^®

Certified Financial Planner

Experience

Current

November 1, 2004 - Present

NISMAN INVESTMENT SERVICES INC.

Office #1: 1650 Lexington Ave, Lakewood, NJ 08701

RIA

CRD#: 121837

LAKEWOOD, 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

New Jersey
(11/1/2004)

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: 9/14/1994

Non-Member General Securities Examination

Current Firm

NISMAN INVESTMENT SERVICES INC.

NISMAN INVESTMENT SERVICES INC. | NONE

CRD#: 121837 / SEC#:

New Jersey

Registered Investment Advisory firm - (1/13/1993 Approved)

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Contact information

Main Address

11 Brunswick Woods Drive, East Brunswick, NJ 08816

Mailing Address

Phone number

(732) 254-5556

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	119
AUM (Assets Under Management)	$ 42,743,825

Red Flags

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

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Robert Nahum

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Nahum's CRS (Customer Relationship Summary).

Certified licenses

Experience

NISMAN INVESTMENT SERVICES INC.

State Registrations and Notice Filings

Exams

Series 2

Date: 9/14/1994

Current Firm

NISMAN INVESTMENT SERVICES INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

NISMAN INVESTMENT SERVICES INC.

TRUST BUT VERIFY

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