Isaac Shamah Chattaj
Professional Summary
Isaac Shamah Chattaj is a registered financial advisor currently at GROUP U, LLC located in Coral Gables, Florida. Isaac is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Isaac has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Contact Information
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Disclosures on record.
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Years of Experience
3 years registered in the securities industry
Current & Past Employments
Current
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Current Firm
GROUP U, LLC
Contact Information
Main Address
1550 Madruga Avenue Suite 303, Coral Gables, FL 33146Phone Number
(305) 458-7549# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
24AUM (Assets Under Management)
$2,620,000Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(12/9/2024)
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Isaac Shamah Chattaj's CRS (Customer Relationship Summary).
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