Tareq Jallaf

HILLTOP WEALTH & TAX SOLUTIONS

ROYAL OAK , MI 48067

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CRD#: 7113099

Professional summary

Tareq Jallaf is a registered financial advisor currently at HILLTOP WEALTH & TAX SOLUTIONS located in Royal Oak , Michigan.

Tareq is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Tareq has worked at 1 firm and has passed the Series 65 and SIE 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tareq Jallaf's CRS (Customer Relationship Summary).

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 9, 2024 - Present

HILLTOP WEALTH & TAX SOLUTIONS

Office #1: 333 W 7th Street #250, Royal Oak , MI 48067

RIA

CRD#: 290981

ROYAL OAK , MI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

HILLTOP WEALTH & TAX SOLUTIONS

CRD#: 290981 / SEC#: 801-115255

RIA

Registered Investment Advisory firm - (5/10/2019 Approved)

Illinois

Registered Investment Advisory firm - (5/13/2019 Terminated)

Indiana

Registered Investment Advisory firm - (5/13/2019 Terminated)

Michigan

Registered Investment Advisory firm - (5/13/2019 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Michigan
(5/20/2026)

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: 7/8/2024

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 11/29/2022

Securities Industry Essentials Examination

Current Firm

HILLTOP WEALTH & TAX SOLUTIONS

CRD#: 290981 / SEC#: 801-115255

RIA

Registered Investment Advisory firm - (5/10/2019 Approved)

Illinois

Registered Investment Advisory firm - (5/13/2019 Terminated)

Indiana

Registered Investment Advisory firm - (5/13/2019 Terminated)

Michigan

Registered Investment Advisory firm - (5/13/2019 Terminated)

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Contact information

Main Address

4100 Edison Lakes Parkway Suite 225, Mishawaka, IN 46545

Mailing Address

Phone number

(574) 889-7526

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

HILLTOP WEALTH SOLUTIONS ADV PART 2A (11/18/2025)

Regulatory assets under management

Total Number of Accounts	2,546
AUM (Assets Under Management)	$ 490,814,525

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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Tareq Jallaf

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tareq Jallaf's CRS (Customer Relationship Summary).

Certified licenses

Experience

HILLTOP WEALTH & TAX SOLUTIONS

Primary Firm SEC Registration

HILLTOP WEALTH & TAX SOLUTIONS

State Registrations and Notice Filings

Exams

Series 65

Date: 7/8/2024

SIE

Date: 11/29/2022

Current Firm

HILLTOP WEALTH & TAX SOLUTIONS

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HILLTOP WEALTH & TAX SOLUTIONS

TRUST BUT VERIFY

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