Shalom Azar

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 05/2019 → 07/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Great Neck, NY
• 09/2018 → 03/2019
  Hp/Israel Tech Challenge
  Tel Aviv
• 03/2019 → 05/2019
  Unemployed
  Teaneck, NJ
• 09/2014 → 09/2018
  Yeshiva University
  New York, NY
• 02/2017 → 05/2018
  Ohel Beis Ezra
  Brooklyn, NY
• 08/2017 → 06/2018
  Aabj&D
  West Orange, NJ
• 08/2017 → 05/2018
  Etza Group
  Great Neck, NY
• 06/2019 → 07/2021
  Bank Of America, N.A.
  Great Neck, NY
• 07/2021 → 07/2025
  Morgan Stanley Smith Barney Llc
  Paramus, NJ
• 08/2021 → 07/2025
  Morgan Stanley Private Bank, N.A
  New York, NY
• 07/2025 → Present
  Wells Fargo Advisors Financial Network, Llc
  Hackensack, NJ

Previous Registrations

• 2021-07-22 → 2025-08-20
  Morgan Stanley
  Paramus, NJ
  New York, NY
• 2019-09-18 → 2021-07-23
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Great Neck, NY
  Stamford, CT

Other Businesses

* 462046 - U.S Capital Management Corp; Investment related Yes; Jamaica, NY; Multifamily Rental; Partner, Investor (proprietor, partner, officer, director, employee, trustee, agent); Oct 2021; During business hours: 0; After business hours: 0; Limited Partner *520412- Green Bergen Properties LLC; Investment related-Yes; Montgomery, Alabama; Real estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 10/2022; During business hours: 0; After business hours: 0; owner, passive investor *520416- Green Bergen Properties LLC; Investment related-Yes; Butler, Pennsylvania; Real estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 10/2022; During business hours: 0; After business hours: 0; owner, passive investor 556689 - Green Bergen Properties LLC ; Investment related - Yes ; Memphis, Tennessee ; Real Estate ; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent) ; 6/2023 ; During business hours : 0 ; After business hours : 0 ; owner, passive investor *566644- Rental Property; Investment related -Yes; Montgomery, Alabama; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 08/2023; During business hours: 0; After business hours: 0; I will be owning the property but I will have a property manager do all the tasks which leaves me as a passive investor *568332 - Green Bergen Properties LLC; Investment related-Yes; Teaneck, New Jersey; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 06/2023; During business hours: 0; After business hours: 0; Overseeing Rental Income *592193 - Rental Property ; Investment related - Yes ; Powder Springs,Georgia ; Rental Property ; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent) ; 5/2024 ; During business hours : 0 ; After business hours : 0 ; I will be owning the property but I will have a property manager do all the tasks which leaves me as a passive investor RENTAL PROPERTY W CUNNINGHAM ; INV RELATED; BUTLER, PA; RENTAL;100% OWNERSHIP; START DATE: 10/25/2022; 1 HRS PER MONTH; 0 HRS DURING TRADING;| SHALOM AZAR LLC; INV RELATED;FORT LEE,NJ; WEALTH MANAGEMENT;100% OWNERSHIP; START DATE: 07/22/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING; FISCHMAN AZAR COMPANY LLC; INV RELATED;FORT LEE,NJ; FINET PRACTICE;50% OWNERSHIP; START DATE: 07/22/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S66 Uniform Combined State Law Examination
  2019-09-16