Abraham M. Ades

ADES WEALTH MANAGEMENT

Allenhurst, NJ 07711

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CRD#: 6728845

Professional summary

Abraham M Ades is a registered financial advisor currently at ADES WEALTH MANAGEMENT INC. located in Allenhurst, New Jersey.

Abraham is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Abraham has worked at 1 firm and has passed the Series 65 exam.

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.

Ades Realty LLC-Deal, NJ-Managing Member since 01/2015-consulting for owners of real estate-investment related-3 hrs/mo Ades Consulting LLC-Deal, NJ-Managing Member since 11/2013-consulting for owners of real estate-investment related-2 hrs/mo Anything Goes, Inc.- Allenhurst, NJ-Principal since 08/1993-retail jewelry sales-not investment related-6 hrs/mo Co-Owner or Managing Member of multiple real estate pass-through investments (M+E Ventures LLC, Zekes Shopping Center Fund LLC, Zekes Fund II LLC, Zekes 3 LLC, Zekes 4 LLC, Zekes Portfolio LLC, Zekes Pottstown; Zekes 5 LLC, Zekes 6 LLC)-investment related-2 hrs/mo

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Abraham M Ades'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

February 2, 2017 - Present

ADES WEALTH MANAGEMENT INC.

Office #1: 321 Main Street, Allenhurst, NJ 07711

RIA

CRD#: 284950

Allenhurst, 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
(2/2/2017)

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Exams

State Security Law Exam

IAR

Series 65

Date: 11/10/2016

Uniform Investment Adviser Law Examination

Current Firm

ADES WEALTH MANAGEMENT INC.

CRD#: 284950 / SEC#:

New Jersey

Registered Investment Advisory firm - (2/2/2017 Approved)

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Contact information

Main Address

321 Main Street, Allenhurst, NJ 07711

Mailing Address

Phone number

(732) 531-8019

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	8
AUM (Assets Under Management)	$ 7,475,493

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Abraham M. Ades

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

ADES WEALTH MANAGEMENT INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 11/10/2016

Current Firm

ADES WEALTH MANAGEMENT INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ADES WEALTH MANAGEMENT INC.

TRUST BUT VERIFY

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