Shalom Azar
Shalom Azar is a registered investment advisor at Wells Fargo Advisors, based in Fort Lee, NJ, with 7 years of industry experience. Shalom is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
2200 Fletcher Ave, Suite 701, Fort Lee, NJ, 07024
Get directionsHistory
Regulatory History (10)
Customer Dispute
August 2026Customer Dispute
March 2026Customer Dispute
January 2026Customer Dispute
December 2025Customer Dispute
October 2025Customer Dispute
September 2025Customer Dispute
September 2025Customer Dispute
August 2025Employment Separation After Allegations
July 2025Customer Dispute
March 2025Other Business Activities
Shalom is a partner and investor in U.S. Capital Management Corp since 2021 and owns multiple rental properties through Green Bergen Properties LLC and other entities. Shalom dedicates minimal time to these activities, acting primarily as a passive investor.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations48 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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