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Employer firm

Asset Management Consulting Services, Inc. CRD 128793

$144M regulatory AUM 48 advisory clients

Reported services (Item 5G)

  • Selection of other advisers

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

Current Employers
Asset Management Consulting Services, Inc.

293 Eisenhower Parkway, Suite 330, Livingston, NJ 07039 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2004-10-18
  • NJ RA
    APPROVED
    Since 2004-10-18

Branch Locations

Livingston, NJ • 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
OrganizationCityStateFromTo
Asset Management Consulting Services Inc Livingston NJ 06/1996 Present
Abramson Financial, Llc New York NY 12/2003 10/2018
Beech Hill Securities, Inc. New York NY 11/2015 Present
Other Businesses

COO OF ASSET MANAGEMENT CONSULTING SERVICES, INC. SINCE 1996; 15% OF DAILY/WEEKLY HOURS IN INVESTMENT RESEARCH AND CLIENT SERVICES. 293 EISENHOWER PKWY, SUITE 330, LIVINGSTON, NJ 07039. MANAGING MEMBER/PORTFOLIO MANAGER OF HEDGE FUND (INVITATIONAL OPPORTUNITY FUND, LLC) SINCE 2001; 10% OF DAILY/WEEKLY HOURS. 293 EISENHOWER PKWY, SUITE 330, LIVINGSTON, NJ 07039. ALL BUSINESSES ARE INVESTMENT RELATED.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2004-02-03
  • S63 Uniform Securities Agent State Law Examination
    2004-02-03

View on SEC IAPD

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