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Current Employers
Steward Partners Investment Advisory, Llc

400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2023-05-25
NJ RA APPROVED 2021-09-29
TX RA APPROVED 2021-09-28
  • VA RA
    APPROVED
    Since 2023-05-25
  • NJ RA
    APPROVED
    Since 2021-09-29
  • TX RA
    APPROVED
    Since 2021-09-28

Branch Locations

73 Grove Street, Somerville, NJ 08876 • United States

400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Janney Montgomery Scott Llc Philadelpha PA 04/2013 08/2019
Raymond James Financial Services, Inc. Somerville NJ 08/2019 09/2021
Steward Partners Investment Advisory, Llc Somerville NJ 09/2021 Present
Ibrahim Wealth Advisory Group Affiliated With Steward Partners Somerville NJ 09/2021 Present
Steward Partners Investment Solutions, Llc Somerville NJ 05/2022 Present
  • 04/2013 → 08/2019
    Philadelpha, PA
  • 08/2019 → 09/2021
    Raymond James Financial Services, Inc.
    Somerville, NJ
  • 09/2021 → Present
    Somerville, NJ
  • 09/2021 → Present
    Ibrahim Wealth Advisory Group Affiliated With Steward Partners
    Somerville, NJ
  • 05/2022 → Present
    Steward Partners Investment Solutions, Llc
    Somerville, NJ
Previous Registrations
Other Businesses

(1)Name of Business: Ibrahim Propeties LLC; City/State: Somerville, NJ; Activity Type: Rental Real Estate Position/Title: Officer - CEO Investment Related: Yes Start Date: 04/11/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner (2)Name of Business: Ibrahim Wealth Advisory Group; City/State: Somerville, NJ; Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/21/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor/Investment Advisory 3) Name of Business: Book Publishing (My Life and Career); City/State: Somerville, NJ; Activity Type: Part-time Employment/Volunteer/Other; Position/Title: Author; Investment Related: Yes; Start Date: 11/01/2023; Hours per month devoted to this business: 20; Hours per month devoted to this business during trading hours: 0; Description of Duties: Writing a book about my life and career. 4) Name of Business: CFO Leadership Council; City/State: Andover, MD; Activity Type: Networking Group; Position/Type: Advisory Board Member; Investment Related: No; Start Date: 01/13/2026; Hours per month devoted to this business: 5; Hours per month devoted to this business during trading hours: 0; Description of duties: Attend all board meetings and functions pertaining to council.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-03-01
S63 Uniform Securities Agent State Law Examination 1992-11-24
  • S65 Uniform Investment Adviser Law Examination
    2001-03-01
  • S63 Uniform Securities Agent State Law Examination
    1992-11-24
Designations
Other Names
  • Rob Ibrahim
  • Robert F Ibrahim

View on SEC IAPD

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