Saif Z. Omer

E & G ADVISORS, LP

Houston, TX 77027

Some features on this profile are disabled

CRD#: 5822343

Professional summary

Saif Z Omer, who also goes by Saif Omer, is a registered financial advisor currently at E & G ADVISORS, LP located in Houston, Texas.

Saif is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Saif has worked at 2 firms and has passed the Series 63, Series 65 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Saif Omer

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Saif Z Omer'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®

None

Experience

Current

September 18, 2012 - Present

E & G ADVISORS, LP

Office #1: 2000 West Loop South Suite 2011, Houston, TX 77027

RIA

CRD#: 130550

Houston, TX

Past

September 21, 2011 - September 21, 2012

WADDELL & REED

RIA

CRD#: 866

WEBSTER, TX

Past

August 10, 2011 - September 21, 2012

WADDELL & REED

CRD#: 866

WEBSTER, TX

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".

E & G ADVISORS, LP

E & G ADVISORS LP | E & G ADVISORS, LP

CRD#: 130550 / SEC#: 801-79699

RIA

Registered Investment Advisory firm - (5/2/2014 Approved)

Texas

Registered Investment Advisory firm - (5/12/2014 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Texas
(9/18/2012)

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

Series 63

Date: 9/26/2011

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 9/19/2011

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 8/9/2011

General Securities Representative Examination

Current Firm

E & G ADVISORS, LP

E & G ADVISORS LP | E & G ADVISORS, LP

CRD#: 130550 / SEC#: 801-79699

RIA

Registered Investment Advisory firm - (5/2/2014 Approved)

Texas

Registered Investment Advisory firm - (5/12/2014 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

2000 West Loop South Suite 2011, Houston, TX 77027

Mailing Address

Phone number

(713) 880-5819

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

E&G ADVISORS ADV 2A 2025 (3/19/2025)

Regulatory assets under management

Total Number of Accounts	797
AUM (Assets Under Management)	$ 607,839,802

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
07/08/2025	Cover Page	Report
07/23/2024	Cover Page	Report

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.

Similar Advisors

Troy Wootton

EDWARD JONES

IAR

Sugar Land, TX

Darren Dindinger

ALLWORTH FINANCIAL, L.P.

IAR

Orting, WA

Li-e Wang

TRANSAMERICA FINANCIAL ADVISORS, LLC

Houston, TX

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Saif Z. Omer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Saif Z Omer's CRS (Customer Relationship Summary).

Certified licenses

Experience

E & G ADVISORS, LP

WADDELL & REED

WADDELL & REED

Primary Firm SEC Registration

E & G ADVISORS, LP

State Registrations and Notice Filings

Exams

Series 63

Date: 9/26/2011

Series 65

Date: 9/19/2011

Series 7

Date: 8/9/2011

Current Firm

E & G ADVISORS, LP

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

E & G ADVISORS, LP

TRUST BUT VERIFY

Similar Advisors