OB
Omar I. Baadarani
SEQUENT PLANNING
New York, NY
Some features on this profile are disabled
CRD#: 5749488
OB
Professional summary
Omar I Baadarani is a registered financial advisor currently at SEQUENT PLANNING, LLC located in New York, New York.
Omar is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Omar has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
2)
I*62123
FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION
NAME OF OUTSIDE BUSINESS ORGANIZATION: RENTAL PROPERTY
INVESTMENT RELATED: Y
ADDRESS OF BUSINESS:
6464, DEARBORN MI 48126
NATURE OF BUSINESS: SOLE PROPRIETORSHIP
POSITION, TITLE, ASSOCIATION:
START DATE OF RELATIONSHIP: 9/22/2010
NUMBER OF HOURS DEVOTED: 2 MONTHLY HOUR(S)
NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0
DUTIES: SINGLE FAMILY RENTAL PROPERTY.
MY ROLE: OWNER
3)I*62124
FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION
NAME OF OUTSIDE BUSINESS ORGANIZATION: RENTAL PROPERTY
INVESTMENT RELATED: Y
ADDRESS OF BUSINESS:
6517, DEARBORN MI 48126
NATURE OF BUSINESS: OTHER RENTAL PROPERTY
POSITION, TITLE, ASSOCIATION:
START DATE OF RELATIONSHIP: 5/1/2012
NUMBER OF HOURS DEVOTED: 2 MONTHLY HOUR(S)
NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0
DUTIES: RENTAL PROPERTY
MY ROLE: OWNER / LANDLORD
4)
I*72111
FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION
NAME OF OUTSIDE BUSINESS ORGANIZATION: RENTAL PROPERTY
INVESTMENT RELATED: Y
ADDRESS OF BUSINESS:
6260, DEARBORN MI 48126
NATURE OF BUSINESS: OTHER SINGLE NAME
POSITION, TITLE, ASSOCIATION:
START DATE OF RELATIONSHIP: 10/1/2013
NUMBER OF HOURS DEVOTED: 2 MONTHLY HOUR(S)
NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0
DUTIES: RENTAL PROPERTY
OWNER / LANDLORD
5) I*72113
FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION
NAME OF OUTSIDE BUSINESS ORGANIZATION: RENTAL PROPERTY
INVESTMENT RELATED: Y
ADDRESS OF BUSINESS:
6635, DEARBORN MI 48126
NATURE OF BUSINESS: OTHER SINGLE NAME
POSITION, TITLE, ASSOCIATION:
START DATE OF RELATIONSHIP: 7/1/2013
NUMBER OF HOURS DEVOTED: 2 MONTHLY HOUR(S)
NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0
DUTIES: RENTAL PROPERTY
OWNER / LANDLORD
CRS (Client Relationship Summary) - RIA
Click below to view Omar I Baadarani'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
May 14, 2025 - Present
SEQUENT PLANNING, LLC
RIA
CRD#: 160381
New York, NY
Past
February 24, 2012 - March 25, 2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
NEW YORK, NY
Past
August 3, 2011 - March 25, 2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
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".
SP
SEQUENT PLANNING, LLC
ELEVUS | UNION PLANNING CENTER | SEQUENT PLANNING, LLC | FUTURITY FIRST WEALTH MANAGEMENT
CRD#: 160381 / SEC#: 801-113971
RIA
Registered Investment Advisory firm - (9/10/2018 Approved)Arizona
Registered Investment Advisory firm - (9/27/2018 Terminated)Florida
Registered Investment Advisory firm - (9/27/2018 Terminated)Iowa
Registered Investment Advisory firm - (10/1/2018 Terminated)Louisiana
Registered Investment Advisory firm - (9/27/2018 Terminated)Maryland
Registered Investment Advisory firm - (10/12/2018 Terminated)Michigan
Registered Investment Advisory firm - (9/28/2018 Terminated)Nebraska
Registered Investment Advisory firm - (9/27/2018 Terminated)Nevada
Registered Investment Advisory firm - (10/31/2018 Terminated)New Jersey
Registered Investment Advisory firm - (10/2/2018 Terminated)North Carolina
Registered Investment Advisory firm - (9/27/2018 Terminated)Ohio
Registered Investment Advisory firm - (9/27/2018 Terminated)Oregon
Registered Investment Advisory firm - (9/27/2018 Terminated)Texas
Registered Investment Advisory firm - (9/27/2018 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 York(5/14/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
SP
SEQUENT PLANNING, LLC
ELEVUS | UNION PLANNING CENTER | SEQUENT PLANNING, LLC | FUTURITY FIRST WEALTH MANAGEMENT
CRD#: 160381 / SEC#: 801-113971
RIA
Registered Investment Advisory firm - (9/10/2018 Approved)Arizona
Registered Investment Advisory firm - (9/27/2018 Terminated)Florida
Registered Investment Advisory firm - (9/27/2018 Terminated)Iowa
Registered Investment Advisory firm - (10/1/2018 Terminated)Louisiana
Registered Investment Advisory firm - (9/27/2018 Terminated)Maryland
Registered Investment Advisory firm - (10/12/2018 Terminated)Michigan
Registered Investment Advisory firm - (9/28/2018 Terminated)Nebraska
Registered Investment Advisory firm - (9/27/2018 Terminated)Nevada
Registered Investment Advisory firm - (10/31/2018 Terminated)New Jersey
Registered Investment Advisory firm - (10/2/2018 Terminated)North Carolina
Registered Investment Advisory firm - (9/27/2018 Terminated)Ohio
Registered Investment Advisory firm - (9/27/2018 Terminated)Oregon
Registered Investment Advisory firm - (9/27/2018 Terminated)Texas
Registered Investment Advisory firm - (9/27/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
8420 West Dodge Road Suite 110, Omaha, NE 68114
Mailing Address
Phone number
(402) 953-3544
Established
Firm type
Fiscal year end
# of Employees
91
SEC notice filing (39 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,102 |
| AUM (Assets Under Management) | $ 394,657,254 |
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.
