AA
Abraham Abich
ABICH FINANCIAL WEALTH MANAGEMENT
Ashburn, VA 20147
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CRD#: 5015292
AA
Professional summary
Abraham Abich, who also goes by Abe Abich, is a registered financial advisor currently at ABICH FINANCIAL WEALTH MANAGEMENT, LLC located in Ashburn, Virginia.
Abraham is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Abraham has worked at 2 firms and has passed the Series 65 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Abe Abich
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) Name: Abich Financial Services, Inc., Investment Related: Yes, Address: same, Nature: Insurance sales and services, Position: Agent, Title: President, Start Date: 01/2009, Number of Hours: approximately 180 hours a month, Hours during trading hours: approximately 180 hours a month, Duties: insurance sales and service. 2) Loudoun County Chamber of Commerce, not investment related, member, 0 hours per month devoted per month, 0 hours per month devoted during securities trading.
CRS (Client Relationship Summary) - RIA
Click below to view Abraham Abich'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®
NoneExperience
Current
March 22, 2022 - Present
ABICH FINANCIAL WEALTH MANAGEMENT, LLC
Office #1: 20135 Lakeview Center Plaza #110, Ashburn, VA 20147RIA
CRD#: 310633
Ashburn, VA
Past
August 22, 2011 - January 25, 2012
COLORADO FINANCIAL SERVICE CORPORATION
BD
CRD#: 104343
CENTENNIAL, CO
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".
AF
ABICH FINANCIAL WEALTH MANAGEMENT, LLC
ABICH FINANCIAL WEALTH MANAGEMENT, LLC
CRD#: 310633 / SEC#: 801-128570
RIA
Registered Investment Advisory firm - (8/15/2023 Approved)Maryland
Registered Investment Advisory firm - (9/29/2023 Terminated)Virginia
Registered Investment Advisory firm - (8/25/2023 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
Maryland(3/22/2022)
IAR
South Carolina(8/15/2023)
IAR
Virginia(3/22/2022)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
AF
ABICH FINANCIAL WEALTH MANAGEMENT, LLC
ABICH FINANCIAL WEALTH MANAGEMENT, LLC
CRD#: 310633 / SEC#: 801-128570
RIA
Registered Investment Advisory firm - (8/15/2023 Approved)Maryland
Registered Investment Advisory firm - (9/29/2023 Terminated)Virginia
Registered Investment Advisory firm - (8/25/2023 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
20135 Lakeview Center Plaza #110, Ashburn, VA 20147
Mailing Address
Phone number
(571) 577-9968
Established
Firm type
Fiscal year end
# of Employees
23
SEC notice filing (11 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,040 |
| AUM (Assets Under Management) | $ 227,599,529 |
Red Flags
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Company Information
ABICH FINANCIAL WEALTH MANAGEMENT, LLC
CRD#: 310633Ashburn, VA 20147TRUST BUT VERIFY
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