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Sharif Abdul Muhammad

Advisor at Unlimited Capital Advisors LLC — Somerset, NJ

Updated today

Credentials

CFP®, PFS™, Series 66

Experience

16 years

Location

Somerset, NJ

Unlimited Capital Advisors LLC logo

Unlimited Capital Advisors LLC

Supported

Total advisors

2

Clients per advisor

7 Very Low

Avg AUM per client

$576,349 Low

HNW client ratio

46% High

About

Sharif Muhammad is a CFP® and PFS™ with 16 years of industry experience, currently serving as an advisor at Unlimited Capital Advisors LLC. He has held roles at AXA Advisors, Equitable Advisors, and leads several affiliated firms including JMG CPAs & Advisors LLC and Unlimited Risk Advisors LLC. Muhammad is also an Associate Professor of Taxation and Estate Planning at New York University’s Master of Financial Planning program and serves on the finance committee of St. Benedict's Preparatory School. Unlimited Capital Advisors LLC provides investment management, financial planning, and related advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers a multi-dimensional investment process that incorporates risk management and expense control, supported by affiliated accounting and insurance businesses to coordinate tax and insurance matters alongside advisory services.

Client services

Based on Unlimited Capital Advisors LLC

Financial planning Portfolio management

Expertise

Based on Unlimited Capital Advisors LLC

General retirement planning Tax-loss harvesting Options & derivatives strategies General tax planning

Occupation focus

Based on Unlimited Capital Advisors LLC

Founder/Business Owner Financial Professional

Demographic focus

Based on Unlimited Capital Advisors LLC

Established Professionals

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Fee options

Fixed

Comprehensive financial planning fees from $3,000 to $15,000; financial management fees $1,500 to $3,500 monthly; comprehensive wealth management flat annual fees $18,000 to $60,000 depending on asset level

Percentage

$0 - $333,000: Hourly fee recommended instead of percentage fees $333,001 - $500,000: 1.50% $500,001 - $750,000: 1.50% $750,001 - $1,000,000: 1.25% $1,000,001 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.35%

Commissions

Insurance commissions via affiliated insurance agent, but not as part of advisory fees

Project-based

Hourly fees ranging from $175 to $400 for consulting and business research

Other

Minimum fee: Minimum fees of $6,000 to $8,000 per annum for certain asset tiers Fee-only: Hourly fees from $175 to $400; fixed financial planning fees from $3,000 to $15,000; monthly fixed fees $1,500 to $3,500 for financial management; business research hourly $175 to $400

Location

Somerset, NJ

Somerset NJ

Advisors at this office

2

Most active in

New Jersey

Work history

16 years of industry experience

JMG CPAs & Advisors LLC

2025 - Present • 1 year

Sommerset, NJ

New York University

2022 - Present • 4 years

New York, NY

Unlimited Financial Group Inc

2021 - Present • 5 years

Somerset, NJ

Unlimited Risk Advisors LLC

2021 - Present • 5 years

Somerset, NJ

Unlimited Capital Advisors LLC

2021 - Present • 5 years

Somerset, NJ

Equitable Advisors

2020 - 2021 • 1 year

New York, NY

AXA Advisors, LLC

2009 - 2020 • 11 years

New York, NY

Unlimited Real Estate Investors LLC

2006 - 2021 • 15 years

Somerset, NJ

Unlimited Financial Services LLC

2003 - 2025 • 22 years

Somerset, NJ

Disclosures

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

Business activities & affiliations

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Timothy M

CFP®, Series 66

Martinsville, NJ

Condor Capital Wealth Management

Timothy Moran is a CFP® and Series 66-licensed financial advisor at Condor Capital Wealth Management with 11 years of industry experience. He has previously worked at Investors Bank/Citizens, Allied Wealth Partners, Prestige Wealth Management Group, Wells Fargo Bank, PNC Investments, and Edward Jones. Moran is based in Martinsville, NJ and has been with Condor since 2023. Condor Capital Wealth Management serves individuals, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting using a fee-only investment approach that includes equities, fixed income, mutual funds, ETFs, and alternative strategies such as direct indexing and cryptocurrency exposure under adviser oversight.

Private / alternative investments ESG / Sustainable investing Tax-loss harvesting Income planning
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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
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Michael B

Series 63, Series 65, Series 66

Highland Park, NJ

Aliya Financial

Michael Benklifa is a financial advisor at Aliya Financial with 14 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His prior roles include positions at LPL Enterprise LLC, Better Options LLC, Alight Financial, and several firms earlier in his career, including UBS Financial Services and Mass Mutual Investors Services. Aliya Financial is an independent investment adviser serving individuals and families, including high-net-worth clients, retirees, trusts, and small business owners. The firm offers investment management and integrated financial planning using both quantitative and qualitative analysis, managing traditional diversified portfolios alongside 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
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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
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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
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Nitin A

Series 65

Bridgewater, NJ

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Nitin Apte is a financial advisor at GA Advisors LLC in Bridgewater, NJ, with eight years of industry experience. He holds a Series 65 designation and previously worked at Azul Systems Inc and Credit Carbon Inc for seven years each. He serves as Chair of the Investment Committee for the nonprofit organization Marathi Vishwa of New Jersey. GA Advisors LLC provides personalized investment advice and discretionary portfolio management to individual clients, focusing on global equity and fixed income markets. The firm employs an asset-allocation model adjusted for market conditions, utilizing mutual funds, ETFs, and occasionally individual securities, along with options trading, supported by regular research and account monitoring.

Wealth management Active portfolio management Retirement income strategy College savings (529s, UTMA, etc.)
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