Unclaimed Profile

Christopher Abe Karam

SHERIDAN ROAD ADVISORS, LLC·NORTHBROOK, Illinois

SIE, Series 7, Series 63, Series 65Clean record18 years registeredSHERIDAN ROAD ADVISORS, LLC

707 SKOKIE BLVD, NORTHBROOK, IL 60062CRD# 3130298Firm CRD# 293807

Profile Verification

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

Identity

Christopher Abe Karam · NORTHBROOK, IL

Registration

CRD #3130298 · SHERIDAN ROAD ADVISORS, LLC · 18 years registered

Brand Profile

Not yet started

Career History

INDEPENDENT FINANCIAL PARTNERS

Oct 2010 – present

SHERIDAN ROAD ADVISORS, LLC

Sep 2010 – Dec 2010

NORTHBROOK, IL

NRP ADVISORS, INC.

Mar 2008 – Dec 2010

NORTHBROOK, IL

NRP FINANCIAL, INC.

Nov 2007 – Oct 2008

NORTHBROOK, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · November 12, 2007

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SHERIDAN ROAD ADVISORS, LLC

CRD 293807 · SEC 801-113426

AUM

$12.0B

Regulatory assets under management

Employees

882 client accounts

Services offered by SHERIDAN ROAD ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SHERIDAN ROAD ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Christopher Abe Karam offer?

Christopher Abe Karam specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NORTHBROOK, Illinois for a consultation.

What are Christopher Abe Karam's credentials?

Christopher Abe Karam is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Christopher Abe Karam located?

Christopher Abe Karam is based in NORTHBROOK, Illinois, working with SHERIDAN ROAD ADVISORS, LLC. Their office serves clients in the NORTHBROOK metropolitan area and surrounding communities.

How does Christopher Abe Karam charge for services?

Christopher Abe Karam's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SHERIDAN ROAD ADVISORS, LLC?

SHERIDAN ROAD ADVISORS, LLC has approximately 16 employees and manages $12.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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