Hicham Nasreddine

EMERALD BLUE ADVISORS

LAGUNA HILLS, CA 92653

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CRD#: 7195721

Professional summary

Hicham Nasreddine, who also goes by Hisham Hussein Nasreddine, is a registered financial advisor currently at EMERALD BLUE ADVISORS located in Laguna Hills, California.

Hicham is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Hicham has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Hisham Hussein Nasreddine

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 Hicham Nasreddine'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

May 6, 2020 - Present

EMERALD BLUE ADVISORS

Office #1: 25201 Paseo De Alicia Suite 125, Laguna Hills, CA 92653

RIA

CRD#: 166113

LAGUNA HILLS, CA

Past

January 6, 2020 - March 11, 2020

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

IRVINE, CA

Past

December 3, 2019 - March 11, 2020

EQUITABLE ADVISORS, LLC

CRD#: 6627

IRVINE, CA

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

California
(5/6/2020)

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 66

Date: 12/2/2019

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 12/3/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/7/2019

Securities Industry Essentials Examination

Current Firm

EMERALD BLUE ADVISORS

COEUS FINANCIAL | PARIS FINANCIAL | EMERALD BLUE ADVISORS INC. | EMERALD BLUE ADVISORS

CRD#: 166113 / SEC#:

Arizona

Registered Investment Advisory firm - (5/14/2013 Approved)

California

Registered Investment Advisory firm - (2/4/2013 Approved)

Michigan

Registered Investment Advisory firm - (3/13/2015 Terminated)

Washington

Registered Investment Advisory firm - (1/23/2023 Approved)

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).

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Contact information

Main Address

25201 Paseo De Alicia Suite 125, Laguna Hills, CA 92653

Mailing Address

Phone number

(949) 916-0070

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	356
AUM (Assets Under Management)	$ 69,403,493

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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Hicham Nasreddine

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Hicham Nasreddine's CRS (Customer Relationship Summary).

Certified licenses

Experience

EMERALD BLUE ADVISORS

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/2/2019

Series 7TO

Date: 12/3/2019

SIE

Date: 10/7/2019

Current Firm

EMERALD BLUE ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

EMERALD BLUE ADVISORS

TRUST BUT VERIFY

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