AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
AF

Asad J. Farraj

Some features on this profile are disabled
CRD#: 2570810
AF

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Asad J Farraj, who also goes by Aj Farraj, Asad Farraj, Edward Farraj, was a registered financial professional .

Asad is a previously registered financial professional and started their career in finance in 2002. Asad had worked at 12 firms and has passed the Series 63, SIE, Series 7 and Series 62 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Aj Farraj | Asad Farraj | Edward Farraj

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

July 14, 2015 - December 1, 2015

AVENIR FINANCIAL GROUP

BD
CRD#: 148490
NEW YORK, NY
Past

August 7, 2014 - April 22, 2015

WOODSTOCK FINANCIAL GROUP, INC.

BD
CRD#: 38095
NEW YORK, NY
Past

July 29, 2014 - August 4, 2014

WOODSTOCK FINANCIAL GROUP, INC.

BD
CRD#: 38095
NEW YORK, NY
Past

February 11, 2013 - August 25, 2014

BLACKBOOK CAPITAL, LLC

BD
CRD#: 123234
NEW YORK, NY
Past

May 31, 2012 - March 1, 2013

COLUMBUS ADVISORY GROUP, LTD.

BD
CRD#: 126331
NEW YORK, NY
Past

January 11, 2012 - March 8, 2012

CHARLES VISTA LLC

BD
CRD#: 132650
NEW YORK, NY
Past

May 18, 2010 - November 18, 2011

CHARLES VISTA LLC

BD
CRD#: 132650
NEW YORK, NY
Past

August 12, 2009 - May 13, 2010

REID & RUDIGER LLC

BD
CRD#: 47263
NEW YORK, NY
Past

March 23, 2009 - July 8, 2009

IFS SECURITIES

BD
CRD#: 40375
ATLANTA, GA
Past

January 23, 2007 - July 14, 2008

WINDSOR STREET CAPITAL, LP

BD
CRD#: 34171
NEW YORK, NY
Past

March 17, 2006 - January 19, 2007

GREAT EASTERN SECURITIES, INC.

BD
CRD#: 2061
NEW YORK, NY
Past

January 3, 2005 - January 18, 2006

J.P. TURNER & COMPANY, L.L.C.

BD
CRD#: 43177
ATLANTA, GA
Past

August 4, 2004 - December 31, 2004

J.P. TURNER & COMPANY, L.L.C.

BD
CRD#: 43177
ATLANTA, GA
Past

April 6, 2004 - August 24, 2004

GREAT EASTERN SECURITIES, INC.

BD
CRD#: 2061
NEW YORK, NY
Past

January 29, 2004 - February 26, 2004

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
BOCA RATON, FL
Past

March 12, 2002 - January 29, 2004

CONTINENTAL BROKER-DEALER CORP.

BD
CRD#: 14048
CARLE PLACE, NY

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 3/19/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 62
Date: 12/11/1999
Corporate Securities Limited Representative Examination

Current Firm


AF
AVENIR FINANCIAL GROUP
AVENIR FINANCIAL GROUP | AVENIR FINANCIAL GROUP, INC.

CRD#: 148490 / SEC#: , 8-68031

BD
Terminated by SEC on 05/11/2016
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
Wyoming since 07/26/2010
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
ALLEN, DAVID ARTHURPASSIVE INVESTOR2500427
CLEMENTS, MICHAEL TODDCEO,CCO1702071
PASQUESI, MAUROPASSIVE INVESTOR OWNER6148602
BABOULIS, LINDAPASSIVE INVESTOR6441448
CLEMENTS, JUDITHPASSIVE INVESTOR6432441

Disclosures


Regulatory Event4
Arbitration3

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


AVENIR FINANCIAL GROUP

CRD#: 148490

TRUST BUT VERIFY

Monitor Asad Farraj

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

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics