Samuel Howard Abraham

Employer firm

Qualified Planning CRD 304788

$44.6M regulatory AUM 159 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 01/2009 → Present
  Samuel Abraham
  Cranberry Twp, PA
• 04/2015 → 02/2017
  Onpointe Advisory And Financial Services, Llc
  Petaluma, CA
• 11/2016 → Present
  Qualified Planning
  San Diego, CA

Previous Registrations

• 2016-11-09 → 2019-12-11
  Qualified Planning
  Pittsburgh, PA
  San Diego, CA
• 2015-04-20 → 2017-01-04
  Onpointe Advisory And Financial Services, Llc
  Pittsburgh, PA
  Petaluma, CA
• 2012-02-15 → 2015-04-16
  High Street Asset Management, Llc
  Cranberry, PA
  Hot Springs, AR

Other Businesses

9/2019; ABRAHAM FINANCIAL PLANNING, INVESTMENT AND INSURANCE RELATED, 227 COCHRAN ROAD, PITTSBURGH, PA 15228, INSURANCE AGENT, OWNER, APPROXIMATELY 40-50 HOURS PER MONTH, APPROXIMATELY 2-3 HOURS DURING TRADING HOURS, OWNER, INSURANCE SALES AND FINANCIAL ADVISING.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-01-26

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Sam Abraham