OB
Omar A. Bassal
2201 CAPITAL
SCOTTSDALE, AZ 85714
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CRD#: 7084200
OB
Professional summary
Omar Ali Bassal is a registered financial advisor currently at 2201 CAPITAL, LLC located in Scottsdale, Arizona.
Omar is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Omar has worked at 1 firm .
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Omar Ali Bassal'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®
NoneExperience
Current
April 1, 2026 - Present
2201 CAPITAL, LLC
Office #1: 7014 E. Camelback Rd Suite 1452, Scottsdale, AZ 85714RIA
CRD#: 341112
SCOTTSDALE, AZ
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
Arizona(4/1/2026)
Exams
Current Firm
2C
2201 CAPITAL, LLC
2201 CAPITAL, LLC | SFZ CAPITAL
CRD#: 341112 / SEC#: 801-135715
RIA
Registered Investment Advisory firm - (2/27/2026 120-Day Approval)PREMIUM
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Contact information
Main Address
7 Marshall St Suite 201, Boston, MA 02108
Mailing Address
Phone number
(201) 446-2992
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (2 States and Territories)
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
