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Nabil Bouab

GARDEN STATE INVESTMENT ADVISORY SERVICES
Red Bank, NJ 07701
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CRD#: 4340284
NB

Professional summary


Nabil Bouab, CFP®, who also goes by Bilo Bouab, is a registered financial advisor currently at GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC located in Red Bank, New Jersey.

Nabil is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Nabil has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Bilo Bouab

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.
1.INSURANCE (LIFE, DISABILITY, LONG-TERM CARE). APPROXIMATELY 5 HOURS PER MONTH DURING TRADING HOURS. DUTIES INCLUDE SOLICITING AND SERVICING INSURANCE NEEDS FOR CLIENTS. 2. AIRBNB RENTAL-1/5/21, NOT INVESTMENT RELATED, 12 HOURS DEVOTED PER MONTH HOURS DEVOTED DURING MARKET HOURS.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Nabil Bouab's CRS (Customer Relationship Summary).
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®

Start date: 2008

Experience


Current

November 1, 2022 - Present

GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC

Office #1: 328 Newman Springs Road, Red Bank, NJ 07701
RIA
CRD#: 133088
Red Bank, NJ
Past

October 31, 2022 - June 13, 2024

GARDEN STATE SECURITIES, INC.

BD
CRD#: 10083
RED BANK, NJ
Past

July 26, 2013 - November 1, 2022

AMERICAN PORTFOLIOS ADVISORS, INC

RIA
CRD#: 112697
HOLBROOK, NY
Past

July 26, 2013 - November 1, 2022

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

BD
CRD#: 18487
Ho-Ho-Kus, NJ
Past

July 2, 2013 - July 10, 2013

LANTERN WEALTH ADVISORS, LLC

RIA
CRD#: 147420
NEW YORK, NY
Past

July 1, 2013 - July 10, 2013

HEROLD & LANTERN INVESTMENTS, INC.

BD
CRD#: 30996
NEW YORK, NY
Past

March 5, 2009 - July 5, 2013

OSAIC WEALTH, INC.

RIA
CRD#: 23131
COLTS NECK, NJ
Past

June 22, 2007 - July 5, 2013

OSAIC WEALTH, INC.

BD
CRD#: 23131
COLTS NECK, NJ
Past

July 2, 2002 - June 29, 2007

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
NEW YORK, NY
Past

February 6, 2001 - June 29, 2007

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GS
GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC
CLU WEALTH ADVISORS LLC | TOTAL WEALTH ENHANCEMENT GROUP LLC | LA BOIS PARTNERS | GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC | GARDEN STATE INVESTMENT ADVISORY SERVICES LLC | COLTS NECK FINANCIAL

CRD#: 133088 / SEC#: 801-79500

RIA
Registered Investment Advisory firm - (4/23/2014 Approved)
Idaho
Registered Investment Advisory firm - (4/25/2014 Terminated)
New Jersey
Registered Investment Advisory firm - (5/1/2014 Terminated)

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
(11/1/2022)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 2/14/2001
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


GS
GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC
CLU WEALTH ADVISORS LLC | TOTAL WEALTH ENHANCEMENT GROUP LLC | LA BOIS PARTNERS | GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC | GARDEN STATE INVESTMENT ADVISORY SERVICES LLC | COLTS NECK FINANCIAL

CRD#: 133088 / SEC#: 801-79500

RIA
Registered Investment Advisory firm - (4/23/2014 Approved)
Idaho
Registered Investment Advisory firm - (4/25/2014 Terminated)
New Jersey
Registered Investment Advisory firm - (5/1/2014 Terminated)
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Contact information


Main Address
328 Newman Springs Road, Red Bank, NJ 07701
Mailing Address
Phone number
(732) 280-6886
Established
Firm type
Fiscal year end
# of Employees
32

SEC notice filing (49 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

GSIAS FORM ADV PART 2A BROCHURE DATED MARCH 31 2025 (3/31/2025)

Regulatory assets under management


Total Number of Accounts2,122
AUM (Assets Under Management)$ 561,548,738

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


GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC

CRD#: 133088Red Bank, NJ 07701

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