Shalom AzarCRD Number: 7125424
Current Firm: Morgan Stanley
Shalom Azar (CRD# 7125424) is an Investment Advisor Representative working at Morgan Stanley in Paramus, NJ and has over 3 years of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
Park Avenue Securities LLC
|Morgan Stanley Private Bank, N.a||New York, NY||Aug 2021 - Current||1|
|Morgan Stanley Smith Barney LLC||Paramus, NJ||Jul 2021 - Current||1|
|Bank Of America, N.a.||Great Neck, NY||Jun 2019 - Jul 2021||2|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Great Neck, NY||May 2019 - Jul 2021||2|
|Unemployed||Teaneck, NJ||Mar 2019 - May 2019||< 1|
|Hp/israel Tech Challenge||Tel Aviv,||Sep 2018 - Mar 2019||< 1|
|Yeshiva University||New York, NY||Sep 2014 - Sep 2018||4|
|Aabj&d||West Orange, NJ||Aug 2017 - Jun 2018||< 1|
|Etza Group||Great Neck, NY||Aug 2017 - May 2018||< 1|
|Ohel Beis Ezra||Brooklyn, NY||Feb 2017 - May 2018||1|
|Unemployed||West Orange, NJ||Jun 2014 - Sep 2014||< 1|
|Tabc||Teaneck, NJ||Aug 2010 - Jun 2014||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2019|
Total Assets Under Management1,311,935MILLIONS
Total Number of Accounts2,129,899ACCOUNTS
Average Account Value$615,961
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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