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Abiy Fisseha

Newfront Retirement Services, Inc.

San Mateo, CA

Pinole, CA

CRD 2873249

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Employer firm

Newfront Retirement Services, Inc. CRD 167641

$1.04B regulatory AUM 383 advisory clients

Reported services (Item 5G)

  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Newfront Retirement Services, Inc.

777 Mariners Island Blvd Suite 250, San Mateo, CA 94404 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2017-02-24
  • CA RA
    APPROVED
    Since 2017-02-24

Branch Locations

777 Mariners Island Blvd Suite 250, San Mateo, CA 94404 • United States

Pinole, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Newfront Retirement Services, Inc. San Francisco CA 02/2017 Present
Abd Insurance & Financial Services, Inc. San Mateo CA 02/2017 Present
Milliman, Inc. Walnut Creek CA 03/2005 01/2017
  • 02/2017 → Present
    San Francisco, CA
  • 02/2017 → Present
    Abd Insurance & Financial Services, Inc.
    San Mateo, CA
  • 03/2005 → 01/2017
    Milliman, Inc.
    Walnut Creek, CA
Previous Registrations
  • 2006-06-14 → 2007-07-17
    Investorlogic, Llc
    Lafayette, CA
Other Businesses

1. MR. PICKLES SANDWICH SHOP. SINCE 08/2021. NOT INVESTMENT-RELATED. 1991 N BROADWAY, WALNUT CREEK, CA 94564. TITLE - OWNER/MANAGING MEMBER OF LLC. DUTIES VENDOR ITEMS AND PAPERWORK. 12 HOURS/MONTH NIGHTS AND WEEKENDS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-06-13
S63 Uniform Securities Agent State Law Examination 2000-05-17
  • S66 Uniform Combined State Law Examination
    2006-06-13
  • S63 Uniform Securities Agent State Law Examination
    2000-05-17
Designations
  • Certified Financial Planner

View on SEC IAPD

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