Abraham Itani

ITANI WEALTH MANAGEMENT

CEDAR GROVE, NJ 07009

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CRD#: 6586605

Professional summary

Abraham Itani is a registered financial advisor currently at ITANI WEALTH MANAGEMENT located in Cedar Grove, New Jersey.

Abraham is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Abraham has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 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.

(1) 2001-Present: Itani Accounting and Tax LLC/Not investment related/Little Falls, NJ/Accounting and tax practice/CEO and CPA/Accounting and tax services/Involves up to 100% time each month, including during traditional business hours.//(2) 2019-Present: Abraham Itani dba Itani Insurance Agency/Insurance related/Little Falls, NJ/Indepedent insurance agent/Involves up to 10% time each month, including during traditional business hours.//

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Abraham Itani'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

July 25, 2019 - Present

ITANI WEALTH MANAGEMENT

Office #1: 6 Pompton Avenue Suite 21, Cedar Grove, NJ 07009

RIA

CRD#: 304653

CEDAR GROVE, NJ

Past

October 2, 2018 - September 20, 2019

WEALTH MANAGEMENT

RIA

CRD#: 137080

Little Falls, NJ

Past

August 16, 2016 - December 31, 2017

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

Little Falls, NJ

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 Jersey
(7/25/2019)

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: 9/11/2018

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/8/2016

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/31/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 8/16/2016

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ITANI WEALTH MANAGEMENT

ITANI WEALTH MANAGEMENT | ITANI WEALTH MANAGEMENT LLC

CRD#: 304653 / SEC#:

New Jersey

Registered Investment Advisory firm - (7/25/2019 Approved)

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Contact information

Main Address

6 Pompton Avenue Suite 21, Cedar Grove, NJ 07009

Mailing Address

Phone number

(973) 553-2250

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	21
AUM (Assets Under Management)	$ 1,150,635

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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Abraham Itani

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

ITANI WEALTH MANAGEMENT

WEALTH MANAGEMENT

AVANTAX INVESTMENT SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/11/2018

Series 63

Date: 9/8/2016

SIE

Date: 12/31/2017

Series 6

Date: 8/16/2016

Current Firm

ITANI WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ITANI WEALTH MANAGEMENT

TRUST BUT VERIFY

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