NB
NB

Nabil Bouab

25 Years of Experience
9 DisclosuresSells Insurance

Nabil Bouab is a registered investment advisor at Garden State Investment Advisory Services, LLC, based in Red Bank, NJ, with 25 years of industry experience. Nabil operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 2,122 clients with $560M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
31 advisors
Number of Clients
2,122 clients
Average Client Portfolio
$265K average
Assets Under Management
$561.5M

Fee Structure

Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.00%
$500K - $1.0M1.75%
$1.0M - $2.0M1.50%
$2.0M - $3.0M1.25%
$3M+1.00%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

328 Newman Springs Road, Red Bank, NJ, 07701

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History

Regulatory History (9)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2025
Pending
Customer Dispute
October 2024
Settled
Customer Dispute
May 2024
Pending
Customer Dispute
April 2024
Settled
Customer Dispute
January 2023
Settled
Customer Dispute
November 2022
Settled
Customer Dispute
October 2022
Settled
Regulatory
June 2015
Final
Employment Separation After Allegations
June 2013
Other Business ActivitiesSells Insurance

Nabil sells life, disability, and long-term care insurance, dedicating a few hours per week to soliciting and servicing clients' insurance needs. He also manages an Airbnb rental, spending about 10% of his time on it.

Employment History
Current Registrations
Garden State Investment Advisory Services, LLC
November 2022 - Present · 3 yrs 5 mos
Previous Registrations
Garden State Securities, INC.Broker
October 2022 - June 2024 · 1 yr 8 mos
American Portfolios Advisors, INC
July 2013 - November 2022 · 9 yrs 4 mos
American Portfolios Financial Services, INC.Broker
July 2013 - November 2022 · 9 yrs 4 mos
Lantern Wealth Advisors, LLC
July 2013 - July 2013 · 0 mos
Lantern Investments, INC.Broker
July 2013 - July 2013 · 0 mos
Royal Alliance Associates, INC.
March 2009 - July 2013 · 4 yrs 4 mos
Royal Alliance Associates, INC.Broker
June 2007 - July 2013 · 6 yrs 1 mo
AXA Advisors, LLC
July 2002 - June 2007 · 4 yrs 11 mos
AXA Advisors, LLCBroker
February 2001 - June 2007 · 6 yrs 4 mos
State Registrations1 state
NJ
Advisor

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
No exam information available for this advisor.