Abraham Itani, financial advisor Cedar Grove NJ

Abraham Itani

CRD Number: 6586605
Current Firm: Itani Wealth Management

Abraham Itani (CRD# 6586605) is an Investment Advisor Representative working at Itani Wealth Management in Cedar Grove, NJ and has over 7 years of experience in the finance industry.

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Origin Investment Advisory LLC
Company Name Location Dates Years
Itani Wealth Management LLC Little Falls, NJ Jun 2019 - Current 4
Itani Accounting And Tax LLC Little Falls, NJ Mar 2001 - Current 23
Wealth Management LLC Little Falls, NJ Oct 2018 - Jul 2019 < 1
Hd Vest Investment Services Little Falls, NJ Nov 2015 - Dec 2017 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2018
S63 Uniform Securities State Law Examination Sep 2016
Contact Info for Abraham Itani
Phone Number: (973) 553-2250
Firm Website: http://www.itanitax.com
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

NJ

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