user avatar

Christopher Robert Ibrahim

Advisor at Steward Partners Investment Advisory, LLC — Somerville, NJ

Updated today

Credentials

CFP®, Series 66

Experience

10 years

Location

Somerville, NJ 08876

Steward Partners Investment Advisory, LLC logo

Steward Partners Investment Advisory, LLC

Enterprise

Total advisors

476

Across 167 offices

Clients per advisor

88 High

Avg AUM per client

$831,870 High

HNW client ratio

56% Very High

About

Christopher Ibrahim is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Steward Partners Investment Advisory, LLC. He has previously worked at Raymond James Financial Services and Janney Montgomery Scott. Ibrahim is also associated with Ibrahim Wealth Advisory Group, where he contributes significant time as a financial advisor. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm provides financial planning and investment advisory services to individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering both discretionary and non-discretionary portfolio management through a variety of proprietary and third-party solutions.

Client services

Based on Steward Partners Investment Advisory, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Financial consulting

Expertise

Based on Steward Partners Investment Advisory, LLC

ESG / Sustainable investing Private / alternative investments Concentrated stock management Business sale tax planning Retirement income strategy

Occupation focus

Based on Steward Partners Investment Advisory, LLC

Executive Founder/Business Owner Retired

Demographic focus

Based on Steward Partners Investment Advisory, LLC

HENRY (High Earners, Not Rich Yet) Mid-Career Professionals

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Negotiable flat fees for financial planning and consulting services depending on complexity.

Percentage

$0+: Up to 2.50% annually (negotiable, varies by Account and IAR) $5,000+: Steward Partners Unified Managed Account Program minimum account size $10,000+: BNY Advisors WealthStart & American Funds, Steward Partners Strategy Solutions $25,000+: Steward Partners Discretionary Portfolios, Guided Portfolios, Separate Account Solutions $50,000+: BNY Advisors Asset Allocation and AdvisorFlex Portfolios

Commissions

Commissions earned by associates who are registered representatives; insurance commissions also applicable.

Project-based

Hourly rates vary depending on time required; used for financial planning/consulting services.

Other

Account minimum: $25,000 Minimum fee: Minimum Quarterly Program Fee prior to May 2011 was $250, can be waived at discretion Fee-only: Financial planning and consulting fees are negotiable; can be hourly, fixed fee, or percentage of assets.

Location

See office

Somerville, NJ

73 Grove Street

Somerville NJ 08876

Advisors at this office

2

Most active in

New Jersey · Texas · Virginia

Work history

10 years of industry experience

Steward Partners Investment Solutions, LLC

2022 - Present • 4 years

Somerville, NJ

Ibrahim Wealth Advisory Group Affiliated with Steward Partners

2021 - Present • 5 years

Somerville, NJ

Steward Partners Investment Advisory, LLC

2021 - Present • 5 years

Somerville, NJ

Raymond james Financial Services, Inc.

2019 - 2022 • 3 years

Somerville, NJ

RAYMOND James FINANCIAL SERVICES ADVISORS, INC.

2019 - 2021 • 2 years

Somerville, NJ

Janney Montgomery Scott

2016 - 2019 • 3 years

Bedminister, NJ

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Tomas G

CFP®, Series 66, CIMA®, CPWA®

Summit, NJ

Beacon Hill Private Wealth LLC

Tomas Geoghegan is a CFP® and Series 66–registered financial advisor with 23 years of industry experience. He has been with Beacon Hill Private Wealth LLC since 2016, where he is the sole advisor. The firm provides comprehensive wealth management and planning services to individuals, high-net-worth families, trusts, institutions, and businesses. Beacon Hill employs an evidence-based, largely passive investment approach focused on global diversification, modest factor tilts, and high-quality fixed income to manage portfolio volatility, and it offers distinctive pension-consulting services including plan investment platform analysis and participant education.

Retirement income strategy Wealth management Tax-loss harvesting RSUs / ISOs / NSOs Retirement withdrawal strategies Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Mid-Career Professionals
user avatar

Timothy M

CFP®, Series 66

Martinsville, NJ

Condor Capital Wealth Management

Timothy Moran is a CFP® and holds the Series 66 designation, with 11 years of industry experience. He currently works at Condor Capital Wealth Management and has previously held roles at Investors Bank/Citizens, Allied Wealth Partners, Prestige Wealth Management Group, Wells Fargo Bank, PNC Investments LLC, and Edward Jones. Condor Capital Wealth Management serves individuals, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm offers fee-only investment programs that include discretionary and non-discretionary portfolio management, financial planning, and specialized services such as pension plan consulting and direct indexing, incorporating advanced tools like AI to support adviser analysis.

Private / alternative investments ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar

Damian M

Series 63, Series 65

North Plainfield, NJ

Hillgate Financial, LLC

Damian Mbadugha is the sole advisor at Hillgate Financial, LLC, a New Jersey-registered investment adviser. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. In addition to his advisory role, he is registered as a commodities trading advisor, and works as an insurance agent and tax preparer, focusing on research during weekends. Hillgate Financial provides discretionary investment supervisory services to individuals, trusts, and estates, applying modern portfolio theory to build diversified portfolios primarily using passively managed funds and ETFs. The firm emphasizes tax-aware strategies and manages a historically significant asset base with a focus on individualized client portfolios.

Passive / index investing
user avatar

Michael B

Series 66, Series 65, Series 63

Highland Park, NJ

Aliya Financial

Michael Benklifa is a financial advisor at Aliya Financial with 14 years of industry experience. He holds Series 66, Series 65, and Series 63 licenses and has previously worked at firms including LPL Enterprise LLC, Better Options LLC, Alight Financial, USAA Financial Advisors, and Mass Mutual Investors Services. Aliya Financial is an independent investment adviser serving individuals, families, trusts, estates, and small business owners. The firm offers integrated financial planning and investment management using both quantitative and qualitative analysis, managing diversified portfolios and options-based income strategies while avoiding uncovered options and margin.

Retirement income strategy Income planning Long-term care insurance Options & derivatives strategies Cash flow / budgeting Retired Founder/Business Owner
user avatar

Jerrold T

Series 65

Highland Park, NJ

Parkview Capital Management

Jerrold Trub is a financial advisor at Parkview Capital Management with 19 years of industry experience. He holds a Series 65 designation and has worked at the New York Metropolitan Transit Authority since 1993, where he serves as a Director of a business unit conducting operational reviews. Parkview Capital Management primarily serves individual clients, offering discretionary investment advisory services along with financial planning and consulting. The firm’s investment approach centers on fundamental equity analysis supplemented by option-based overlays, including the use of LEAPS and covered-call writing, which is a distinguishing feature of their portfolio management.

Options & derivatives strategies Active portfolio management
user avatar

Danny S

Series 65

Scotch Plains, NJ

New Street Advisors Group LLC

Danny Saporu is a Series 65-licensed financial advisor with six years of industry experience. He is the principal of New Street Advisors Group LLC, where he has worked since 2019. Prior to founding the firm, he held positions at Credit Suisse Securities (USA) LLC and was affiliated with the University of Chicago Booth. Outside of his advisory role, he engages in media contributions and venture investing activities. New Street Advisors Group LLC provides discretionary and non-discretionary portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm emphasizes tailored investment strategies supported by written Investment Policy Statements and offers educational seminars and workshops alongside ongoing account reviews.

Real estate investing
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")