Omar Ahmed Ezz

Employer firm

Olive Tree Asset Management CRD 311825

$12.5M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2015 → 05/2017
  University Of Virginia
  Charlottesville, VA
• 07/2017 → 08/2019
  General Motors
  Detroit, MI
• 09/2019 → 09/2020
  Blue Chip Partners
  Farmington Hills, MI
• 10/2020 → Present
  Olive Tree Asset Management, Llc
  Northville, MI

Previous Registrations

• 2019-09-23 → 2020-09-08
  Blue Chip Partners, Llc
  Farmington Hills, MI
• 2012-09-13 → 2016-11-14
  Azzad Asset Management, Inc.
  Falls Church, VA
• 2009-03-23 → 2012-04-16
  New England Securities
  Elkridge, MD
  Southfield, MI

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-03-13
• S63 Uniform Securities Agent State Law Examination
  2008-04-21

Designations

• Certified Financial Planner

Other Names

• Omar Ezz