Robert
Ibrahim

Steward Partners Investment Advisory, LLC

CRD#1509058
Investment Advisor
in Somerville, NJ

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Robert Ibrahim is a financial advisor based in Somerville, New Jersey, working with Steward Partners Investment Advisory, LLC. Robert has previously held positions at Janney Montgomery Scott LLC, Raymond James Financial Services, Inc, Steward Partners Investment Advisory, LLC, Ibrahim Wealth Advisory Group Affiliated With Steward Partners, and Steward Partners Investment Solutions, LLC. Robert has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey, Texas, and Virginia. Currently, Robert is part of Steward Partners Investment Advisory, LLC, which operates out of Somerville, New Jersey. The firm has 45 offices and 499 employees. The firm manages assets totaling $15.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Steward Partners Investment Advisory, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

73 Grove Street
Somerville, NJ 08876

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Steward Partners Investment Advisory, LLC Brokerage Details

Total Assets Under Management

$15,388,456,057

NJ Average: $7,464,549,021
Total Number of Employees

499

NJ Average: 88
Total Number of Accounts

30,287

NJ Average: 3,892
Average Account Size

$508,088

NJ Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Robert Ibrahim Work History

2022 - Present (2 years)

Steward Partners Investment Solutions, LLC

2021 - Present (3 years)

Steward Partners Investment Advisory, LLC

2021 - Present (3 years)

Ibrahim Wealth Advisory Group Affiliated With Steward Partners

2019 - 2021 (2 years)

Raymond James Financial Services, Inc

2013 - 2019 (6 years)

Janney Montgomery Scott LLC

Disclosures

Please visit the SEC profile of Robert Ibrahim 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 Steward Partners Investment Advisory, LLC

Larry Altman
Virginia Beach, VA
Corbin Briggs
New York, NY
Anthony Piglowski
Suffolk, VA
Derrick Labranche
New York, NY
Erik Mathieson
New York, NY
Gregory Banasz
Washington, DC
Michelle Lauder
Manchester, NH
Robert Slatkin
New York, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started