Emil Aldaddah

MOMENTUM WEALTH MANAGEMENT

NORTHFIELD, IL 60093

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CRD#: 5875696

Professional summary

Emil Aldaddah is a registered financial advisor currently at MOMENTUM WEALTH MANAGEMENT located in Northfield, Illinois.

Emil is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Emil has worked at 4 firms and has passed the Series 66, SIE, Series 7 and Series 56 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.

Insurance Licensed Life and Health

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Emil Aldaddah'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®

None

Experience

Current

January 23, 2025 - Present

MOMENTUM WEALTH MANAGEMENT

Office #1: 191 Waukegan Rd. Suite 350, Northfield, IL 60093

RIA

CRD#: 333902

NORTHFIELD, IL

Past

December 8, 2016 - January 26, 2025

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Winnetka, IL

Past

December 8, 2016 - January 26, 2025

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Winnetka, IL

Past

August 6, 2013 - November 28, 2016

MORGAN STANLEY

RIA

CRD#: 149777

CHICAGO, IL

Past

June 26, 2013 - November 28, 2016

MORGAN STANLEY

CRD#: 149777

CHICAGO, IL

Past

March 11, 2011 - December 7, 2012

AVATAR SECURITIES, LLC

CRD#: 147763

NEW YORK, NY

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

Illinois
(1/23/2025)

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: 8/6/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/26/2013

General Securities Representative Examination

General Industry/Product Exam

Series 56

Date: 1/10/2012

Proprietary Trader Qualification Examination

Current Firm

MOMENTUM WEALTH MANAGEMENT

MOMENTUM WEALTH MANAGEMENT | MOMENTUM WEALTH MANAGEMENT LLC

CRD#: 333902 / SEC#:

Illinois

Registered Investment Advisory firm - (12/18/2024 Approved)

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Contact information

Main Address

191 Waukegan Rd. Suite 350, Northfield, IL 60093

Mailing Address

Phone number

(847) 418-8820

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Emil Aldaddah

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Emil Aldaddah's CRS (Customer Relationship Summary).

Certified licenses

Experience

MOMENTUM WEALTH MANAGEMENT

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

MORGAN STANLEY

MORGAN STANLEY

AVATAR SECURITIES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/6/2013

SIE

Date: 10/1/2018

Series 7

Date: 6/26/2013

Series 56

Date: 1/10/2012

Current Firm

MOMENTUM WEALTH MANAGEMENT

Contact information

Documents

Red Flags

Company Information

MOMENTUM WEALTH MANAGEMENT

TRUST BUT VERIFY

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