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Yalemzewd Nega

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CRD#: 6073965
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Yalemzewd Nega, who also goes by Yalem Nega, was a registered financial professional .

Yalemzewd is a previously registered financial professional and started their career in finance in 2012. Yalemzewd had worked at 1 firm .

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Yalem Nega

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

June 22, 2012 - January 9, 2013

RIGHT BLEND INVESTING

RIA
CRD#: 151728
HILLSBOROUGH, NJ

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


Current Firm


RB
RIGHT BLEND INVESTING
RIGHT BLEND INVESTING | RIGHT BLEND INVESTING, LLC

CRD#: 151728 / SEC#:

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Contact information


Main Address
Hawthorne, NJ
Mailing Address
Phone number
(201) 919-2395
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts14
AUM (Assets Under Management)$ 4,510,000

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.

Company Information


RIGHT BLEND INVESTING

CRD#: 151728

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