Sharif A. Muhammad

UNLIMITED CAPITAL ADVISORS LLC

Somerset, NJ

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CRD#: 5717619

Professional summary

Sharif Abdul Muhammad, CFP®, who also goes by Sharif Deans, Sharif Deans-muhammad, is a registered financial advisor currently at UNLIMITED CAPITAL ADVISORS LLC located in Somerset, New Jersey.

Sharif is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Sharif has worked at 2 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Sharif Deans | Sharif Deans-Muhammad

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) JMG CPAs & ADVISORS LLC, NON-INVESTMENT RELATED, SOMERSET, NJ, PERFORM VARIOUS CPA SERVICES, MANAGING MEMBER, 01/2025, 100HRS/MO; 2) UNLIMITED RISK ADVISORS LLC, NON-INVESTMENT RELATED, SOMERSET, NJ, INSURANCE COMPANY, CHIEF EXECUTIVE OFFICER, 03/2021, 20HRS/MO; 3) UNLIMITED FINANCIAL GROUP INC, NON-INVESTMENT RELATED, SOMERSET, NJ, HOLDING COMPANY, CHIEF EXECUTIVE OFFICER, 03/2021, 5HRS/MO; 4) ST. BENEDICT'S PREPARATORY SCHOOL, NON-INVESTMENT RELATED, NEWARK, NJ, FINANCE COMMITTEE MEMBER VOLUNTEER, 04/2004 5HR/MO, 0 COMP; PROVIDE OVERSIGHT OF SCHOOL'S FINANCES; 5) ASSOCIATION OF AFRICAN AMERICAN FINANCIAL ADVISORS; NON-INVESTMENT RELATED; WASHINGTON, DC, MEMBER, BOARD OF TRUSTEES AND TREASURER, 03/2021, 10HRS/MO, OVERSEE BOOKKEEPING, BILLING TO MEMBERS, AND PAYMENT TO VENDORS: Associate Professor of Taxation and Estate Planning at NYU's Master of Financial Planning graduate school program, 09/2022 to Present, approximately about 10 hours per month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sharif Abdul Muhammad'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®

CFP^®

Certified Financial Planner

Start date: 2018

Experience

Current

June 4, 2021 - Present

UNLIMITED CAPITAL ADVISORS LLC

RIA

CRD#: 313253

Somerset, NJ

Past

December 21, 2009 - March 8, 2021

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

WOODBRIDGE, NJ

Past

December 7, 2009 - March 8, 2021

EQUITABLE ADVISORS, LLC

CRD#: 6627

WOODBRIDGE, NJ

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
(6/4/2021)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/18/2009

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/9/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/4/2009

General Securities Representative Examination

Current Firm

UNLIMITED CAPITAL ADVISORS LLC

CRD#: 313253 / SEC#:

New Jersey

Registered Investment Advisory firm - (6/4/2021 Approved)

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Contact information

Main Address

Somerset, NJ

Mailing Address

62 E. Main Street, Sommerville, NJ 08873

Phone number

(732) 529-0239

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	29
AUM (Assets Under Management)	$ 4,345,000

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.

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Sharif A. Muhammad

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sharif Abdul Muhammad's CRS (Customer Relationship Summary).

Certified licenses

Experience

UNLIMITED CAPITAL ADVISORS LLC

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/18/2009

Series 7TO

Date: 3/9/2024

SIE

Date: 10/1/2018

Series 7

Date: 12/4/2009

Current Firm

UNLIMITED CAPITAL ADVISORS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

UNLIMITED CAPITAL ADVISORS LLC

TRUST BUT VERIFY

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