Edward S. Hadad

FINANCIAL ASSET MANAGEMENT CORP

Chappaqua, NY 10514

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CRD#: 7434220

Professional summary

Edward Salim Hadad, CFP®, who also goes by Edward Hadad, is a registered financial advisor currently at FINANCIAL ASSET MANAGEMENT CORP located in Chappaqua, New York.

Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Edward has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Edward Hadad

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 Edward Salim Hadad'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®

CFP^®

Certified Financial Planner

Start date: 2020

Experience

Current

August 31, 2021 - Present

FINANCIAL ASSET MANAGEMENT CORP

Office #1: 26 South Greeley Ave, Chappaqua, NY 10514

RIA

CRD#: 106643

Chappaqua, NY

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".

FINANCIAL ASSET MANAGEMENT CORP

CRD#: 106643 / SEC#: 801-27858

RIA

Registered Investment Advisory firm - (8/22/1986 Approved)

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 York
(8/31/2021)

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

Current Firm

FINANCIAL ASSET MANAGEMENT CORP

CRD#: 106643 / SEC#: 801-27858

RIA

Registered Investment Advisory firm - (8/22/1986 Approved)

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Contact information

Main Address

26 South Greeley Ave, Chappaqua, NY 10514

Mailing Address

Phone number

(914) 238-8900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (3/24/2025)

Regulatory assets under management

Total Number of Accounts	828
AUM (Assets Under Management)	$ 393,243,004

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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Edward S. Hadad

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Salim Hadad's CRS (Customer Relationship Summary).

Certified licenses

Experience

FINANCIAL ASSET MANAGEMENT CORP

Primary Firm SEC Registration

FINANCIAL ASSET MANAGEMENT CORP

State Registrations and Notice Filings

Exams

Current Firm

FINANCIAL ASSET MANAGEMENT CORP

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FINANCIAL ASSET MANAGEMENT CORP

TRUST BUT VERIFY

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