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RIA / WealthAdvisorCertified Financial Planner18 years in industry

OMAR AHMED EZZ

Advisor at OLIVE TREE ASSET MANAGEMENT

NORTHVILLE, MI

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Search this name across graphsid dfx:ria:1022774b-0acb-891f-ec8b-33b640711e6f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Mar 23, 2009 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: OLIVE TREE ASSET MANAGEMENT
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 21, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Apr 21, 2008
First registration: Mar 23, 2009
Dual registered: no
Other names: OMAR EZZ
IAPD individual key: 5504898

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
OLIVE TREE ASSET MANAGEMENT	State registered	Apr 1, 2021	n/a	yes	NORTHVILLE, MI	Current employment
BLUE CHIP PARTNERS, LLC	Independent wealth	Sep 23, 2019	Sep 8, 2020	no	FARMINGTON HILLS, MI	Previous registration
AZZAD ASSET MANAGEMENT, INC.	Independent wealth	Sep 13, 2012	Nov 14, 2016	no	FALLS CHURCH, VA	Previous registration
NEW ENGLAND SECURITIES CORPORATION	Former SEC adviser	Mar 23, 2009	Apr 16, 2012	no	Elkridge, MD\|SOUTHFIELD, MI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BLUE CHIP PARTNERS, LLC	OLIVE TREE ASSET MANAGEMENT	Sep 8, 2020	Apr 1, 2021	205	Firm change	RIA to state RIA
AZZAD ASSET MANAGEMENT, INC.	BLUE CHIP PARTNERS, LLC	Nov 14, 2016	Sep 23, 2019	1,043	Firm change after gap	Other
NEW ENGLAND SECURITIES CORPORATION	AZZAD ASSET MANAGEMENT, INC.	Apr 16, 2012	Sep 13, 2012	150	Firm change	Other

Relationships

Registered with (4)

→ OLIVE TREE ASSET MANAGEMENTRegistered adviserregistration: current employment
Apr 1, 2021 to presentfactForm ADV
→ BLUE CHIP PARTNERS, LLCRegistered adviserregistration: previous registration
Sep 23, 2019 to Sep 8, 2020factForm ADV
→ AZZAD ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Sep 13, 2012 to Nov 14, 2016factForm ADV
→ NEW ENGLAND SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Mar 23, 2009 to Apr 16, 2012factForm ADV

Dated events

No dated event names this entity yet.