John
Abusaid
Halbert Hargrove
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About this Advisor
John Abusaid is a financial advisor operating in Long Beach, California with 17 years of industry experience. Abusaid is an employee of Halbert Hargrove. Their career trajectory has included roles at Halbert Hargrove Global Advisors, LLC. Abusaid has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to work in California. Halbert Hargrove is an advisory company based in Long Beach, CA. The investment advisory business has offices in eight locations and a total of 47 employees. It manages $3 billion in assets under management among its 4,240 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides services to 33 charitable organizations. Of its 4,240 accounts, 47% belong to high-net-worth individuals who have at least $1 million in assets. Halbert Hargrove provides a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters, educational seminars and other services. Fees for financial management largely are based on which services are provided. However, fees charged by Halbert Hargrove most likely include any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Halbert Hargrove Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$2,735,028,599
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
47
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4,240
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$645,054
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
John Abusaid Work History
John has been registered as a financial advisor for 17 years.*
Halbert Hargrove Global Advisors, LLC
Halbert Hargrove Global Advisors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of John Abusaid to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Halbert Hargrove
Long Beach, CA
Long Beach, CA
Long Beach, CA
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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