Said Abouomar, financial advisor Holmdel NJ

Said Abouomar

CRD Number: 2487554
Current Firm: Private Portfolio Partners, LLC

Said Abouomar (CRD# 2487554) is an Investment Advisor Representative working at Private Portfolio Partners, LLC in Holmdel, NJ and has over 29 years of experience in the finance industry. Said Abouomar has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Private Portfolio Partners Holmdel, NJ Dec 2021 - Current 2
Lpl Financial LLC Holmdel, NJ Dec 2021 - Current 2
Buckman And Reid Red Bank, NJ Oct 2003 - Dec 2021 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1994
S66 NASAA Uniform Combined State Law Examination Mar 2009
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Said Abouomar
Phone Number: 201-939-6644
Registered State(s):
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    825
    MILLIONS
  • Total Number of Accounts
    2,643
    ACCOUNTS
  • Average Account Value
    $312,240
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AZ, CA, CO, CT, DE, FL, GA, LA, MA, MD, NC, NE, NH, NJ, NY, OH, PA, SC, TX, VA, WI

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