Azeem Salim Abdul Haqq
Professional Summary
Azeem Salim Abdul Haqq, who also goes by Azeem Salim Abdul-haqq, Azeem Salim Abdulhaqq, is a registered financial advisor currently at GERBER, LLC located in Columbus, Ohio and PURSHE KAPLAN STERLING INVESTMENTS located in Columbus, Ohio. Azeem is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Azeem has worked at 11 firms and has passed the Series 66, Series 65, Series 63, SIE and...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Azeem Salim Abdul-Haqq, Azeem Salim Abdulhaqq
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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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Years of Experience
30 years in the financial services industry
Current & Past Employments
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Current Firm
GERBER FINANCIAL ADVISORS, LLC | GERBER, LLC
Contact Information
Main Address
580 N Fourth Street Suite 400, Columbus, OH 43215Phone Number
(614) 431-4343# of Employees
17SEC notice filing (4 States and Territories)
Registered to provide investment advisory services in 4 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
944AUM (Assets Under Management)
$592,071,283Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/13/2026 | Cover Page | Report |
| 06/26/2025 | Cover Page | Report |
| 07/26/2024 | Cover Page | Report |
| 10/04/2023 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
GERBER FINANCIAL ADVISORS, LLC | GERBER, LLC
State Registrations and Notice Filings
(5/7/2025)
(5/7/2025)
(6/20/2025)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Azeem Salim Abdul Haqq's CRS (Customer Relationship Summary).
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