Unclaimed Profile

John Carlos Abusaid

HALBERT HARGROVE GLOBAL ADVISORS, LLC·LONG BEACH, California

Series 7, Series 24, Series 66Clean record20 years registeredHALBERT HARGROVE GLOBAL ADVISORS, LLC

111 WEST OCEAN BOULEVARD, LONG BEACH, CA 90802-7908CRD# 3084990Firm CRD# 105515

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Carlos Abusaid · LONG BEACH, CA

Registration

CRD #3084990 · HALBERT HARGROVE GLOBAL ADVISORS, LLC · 20 years registered

Brand Profile

Not yet started

Career History

HALBERT HARGROVE

Apr 2006 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 66

Registration record

First registered · April 11, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HALBERT HARGROVE GLOBAL ADVISORS, LLC

CRD 105515 · SEC 801-33048

AUM

$3.2B

Regulatory assets under management

Employees

4,434 client accounts

Services offered by HALBERT HARGROVE GLOBAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at HALBERT HARGROVE GLOBAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does John Carlos Abusaid offer?

John Carlos Abusaid specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LONG BEACH, California for a consultation.

What are John Carlos Abusaid's credentials?

John Carlos Abusaid is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Carlos Abusaid located?

John Carlos Abusaid is based in LONG BEACH, California, working with HALBERT HARGROVE GLOBAL ADVISORS, LLC. Their office serves clients in the LONG BEACH metropolitan area and surrounding communities.

How does John Carlos Abusaid charge for services?

John Carlos Abusaid's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HALBERT HARGROVE GLOBAL ADVISORS, LLC?

HALBERT HARGROVE GLOBAL ADVISORS, LLC has approximately 49 employees and manages $3.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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