Samuel H. Abraham

QUALIFIED PLANNING

Pittsburgh, PA

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CRD#: 6029665

Professional summary

Samuel Howard Abraham, CFP®, ChFC®, CLU®, who also goes by Sam Abraham, is a registered financial advisor currently at QUALIFIED PLANNING located in Pittsburgh, Pennsylvania.

Samuel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Samuel has worked at 4 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Sam Abraham

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.

9/2019; ABRAHAM FINANCIAL PLANNING, INVESTMENT AND INSURANCE RELATED, 227 COCHRAN ROAD, PITTSBURGH, PA 15228, INSURANCE AGENT, OWNER, APPROXIMATELY 40-50 HOURS PER MONTH, APPROXIMATELY 2-3 HOURS DURING TRADING HOURS, OWNER, INSURANCE SALES AND FINANCIAL ADVISING.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samuel Howard Abraham'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: 2015

ChFC^®

Chartered Financial Consultant

CLU^®

Chartered Life Underwriter

Experience

Current

October 18, 2019 - Present

QUALIFIED PLANNING

RIA

CRD#: 304788

Pittsburgh, PA

Past

November 9, 2016 - December 11, 2019

QUALIFIED PLANNING

RIA

CRD#: 152546

Pittsburgh, PA

Past

April 20, 2015 - January 4, 2017

ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC

RIA

CRD#: 162143

PITTSBURGH, PA

Past

February 15, 2012 - April 16, 2015

HIGH STREET ASSET MANAGEMENT, LLC

RIA

CRD#: 154981

CRANBERRY, PA

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

California
(10/18/2019)

IAR

Pennsylvania
(11/25/2019)

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 65

Date: 1/26/2012

Uniform Investment Adviser Law Examination

Current Firm

QUALIFIED PLANNING

FREEDOM INSURANCE SOLUTIONS, INC. DBA J.R. FINANCIAL & INSURANCE SERVICES | STRATEGY SQUAD | QUALIFIED PLANNING | IRA SOLUTIONS, INC.

CRD#: 304788 / SEC#:

California

Registered Investment Advisory firm - (10/18/2019 Approved)

Pennsylvania

Registered Investment Advisory firm - (11/25/2019 Approved)

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Contact information

Main Address

2635 Camino Del Rio South Ste. 210, San Diego, CA 92108

Mailing Address

Phone number

(619) 309-4700

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	153
AUM (Assets Under Management)	$ 36,013,116

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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Samuel H. Abraham

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samuel Howard Abraham's CRS (Customer Relationship Summary).

Certified licenses

Experience

QUALIFIED PLANNING

QUALIFIED PLANNING

ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC

HIGH STREET ASSET MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/26/2012

Current Firm

QUALIFIED PLANNING

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

QUALIFIED PLANNING

TRUST BUT VERIFY

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