Inactive

John Carlos Abusaid

Halbert Hargrove

CRD 3084990

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Employer firm

Halbert Hargrove CRD 105515

$4.20B regulatory AUM 2 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Selection of other advisers
Periodicals / newsletters
Educational seminars

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

Current Employers

Halbert Hargrove

111 West Ocean Boulevard 23Rd Floor, Long Beach, CA 90802-7908 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2006-04-11

CA RA
APPROVED

Since 2006-04-11

Branch Locations

111 West Ocean Boulevard 23Rd Floor, Long Beach, CA 90802-7908 • 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

Organization	City	State	From	To
Halbert Hargrove Global Advisors, Llc	Long Beach	CA	04/2004	12/2021
Halbert Hargrove Global Advisors, Llc	Long Beach	CA	12/2021	Present

04/2004 → 12/2021

Halbert Hargrove Global Advisors, Llc

Long Beach, CA
12/2021 → Present

Halbert Hargrove Global Advisors, Llc

Long Beach, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2005-09-01

S66 Uniform Combined State Law Examination

2005-09-01

View on SEC IAPD

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