Nabil
Bouab

Garden State Investment Advisory Services, LLC

CRD#4340284
Investment Advisor
in Red Bank, NJ

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About this Advisor

Nabil Bouab is a certified financial planner who works out of Red Bank, New Jersey who has 1 year of relevant experience. Bouab is currently employed by Garden State Investment Advisory Services, LLC. During their career, Bouab has held roles at Royal Alliance Associates, Lantern Investments, Inc, Lantern Wealth Advisors, American Portfolios Financial Services, Inc and Garden State Securities, Inc. Bouab has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to work in New Jersey. Garden State Investment Advisory Services, LLC is a business headquartered in Red Bank, NJ. The firm has offices in three locations and a total of 25 financial advisors. It handles $484 million in total assets among its 1,500 customer accounts, placing it among the bigger investment advisory firms in the United States by assets under management. Of its 1,500 customer accounts, just 4% are held by high-net-worth clients who have greater than $1 million in assets. The business performs a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. A financial advisor's fee schedules typically are based on which services the firm provides the client. However, fees charged by Garden State Investment Advisory Services, LLC can consist of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

328 Newman Springs Road
Red Bank, NJ 07701

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Garden State Investment Advisory Services, LLC Brokerage Details

Total Assets Under Management

$483,826,496

NJ Average: $10,121,009,343
Total Number of Employees

25

NJ Average: 92
Total Number of Accounts

1,500

NJ Average: 6,978
Average Account Size

$322,551

NJ Average: $1,450,417

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
  • Educational seminars/workshops

Nabil Bouab Work History

Nabil has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Garden State Securities, Inc

2013 - Present (11 years)

American Portfolios Financial Services, Inc

2013 - 2013 (< 1 year)

Lantern Investments, Inc

2013 - 2013 (< 1 year)

Lantern Wealth Advisors

2007 - 2013 (6 years)

Royal Alliance Associates

*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 Nabil Bouab 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 Garden State Investment Advisory Services, LLC

Thomas Matyola
Red Bank, NJ
Michael Azzato
Red Bank, NJ
Richard Going
Red Bank, NJ
Kyle Mcelligott
Red Bank, NJ
Sean Tudor
Red Bank, NJ
Michael Kuczinski
Millstone Twp, NJ
Donald Madigan
Red Bank, NJ
Gregory Calderaro
Red Bank, NJ

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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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.

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