Omar A. Ezz
Professional summary
Omar Ahmed Ezz, CFP®, who also goes by Omar Ezz, is a registered financial advisor currently at OLIVE TREE ASSET MANAGEMENT located in Northville, Michigan.
Omar is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Omar has worked at 4 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Omar Ahmed Ezz's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 4, 2021 - Present
OLIVE TREE ASSET MANAGEMENT
September 23, 2019 - September 8, 2020
BLUE CHIP PARTNERS, LLC
September 13, 2012 - November 14, 2016
AZZAD ASSET MANAGEMENT, INC.
May 28, 2010 - April 16, 2012
NEW ENGLAND SECURITIES
March 23, 2009 - December 31, 2009
NEW ENGLAND SECURITIES
April 15, 2008 - April 16, 2012
NEW ENGLAND SECURITIES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/4/2021)
(4/2/2021)
Exams
Current Firm
OLIVE TREE ASSET MANAGEMENT
CRD#: 311825 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 50 |
| AUM (Assets Under Management) | $ 11,091,660 |
Red Flags
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