Abraham Itani

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 03/2001 → Present
  Itani Accounting And Tax Llc
  Little Falls, NJ
• 11/2015 → 12/2017
  Hd Vest Investment Services
  Little Falls, NJ
• 06/2019 → 01/2026
  Itani Wealth Management Llc
  Little Falls, NJ
• 10/2018 → 07/2019
  Wealth Management Llc
  Little Falls, NJ
• 01/2026 → Present
  Lpl Enterprise, Llc
  Basking Ridge, NJ

Previous Registrations

• 2019-07-25 → 2026-07-07
  Itani Wealth Management
  Cedar Grove, NJ
• 2018-10-02 → 2019-09-20
  Wealth Management
  Little Falls, NJ
  Norfolk, NE

Other Businesses

1. 01/02/2026 - Itani Insurance Agency - Property and Casualty - Cedar Grove NJ - Investment related - OBA start date: 01/06/2017 - 100 Hrs/Mth - 30 Hrs During Trading 2. 01/02/2026 - Itani Accounting and Tax services, LLC - Tax Prep/Accounting/CPA - Cedar Grove NJ - Not Investment related - OBA start date: 01/01/2001 - 100 Hrs/Mth - 50 Hrs During Trading 3. 01/02/2026 - Abraham Itani N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Paterson NJ - Investment related - OBA start date: 12/26/2025 - 160 Hrs/Mth - 160 Hrs During Trading 4. 01/02/2026 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Paterson NJ - Investment related - OBA start date: 12/26/2025 - 160 Hrs/Mth - 160 Hrs During Trading

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-03-18
• S65 Uniform Investment Adviser Law Examination
  2018-09-11