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Dov Bernard Fobar

Comprehensive Capital Management, Inc.

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About Dov Bernard Fobar

Dov Fobar is a financial advisor with over 25 years of experience in the industry. Dov is currently registered with Comprehensive Capital Management, Inc., a financial advisory firm based in Rockaway, New Jersey. Dov is a registered investment advisor representative in New Jersey and New York. Prior to joining Comprehensive Capital Management, Inc., Dov worked for other firms including Comprehensive Asset Management and Servicing, Inc., 1ST GLOBAL CAPITAL CORP., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Dov has passed the Series 63, Series 66, and Series 7 exams. Dov specializes in portfolio management for individuals and businesses, financial planning, and pension consulting. Dov Fobar is a registered investment advisor representative in New Jersey and New York.

Firm Information

Dov Fobar is currently registered with Comprehensive Capital Management, Inc.. Comprehensive Capital Management, Inc. is an investment advisory firm located in ROCKAWAY, NJ. The firm has 9 licensed agents, 11 investment adviser representatives, and 7 registered representatives. It manages approximately $48,291,805 in discretionary assets for 570 clients. The firm provides financial planning, pension consulting, market timing services, selection of other advisers, portfolio management for businesses and individuals. Their client base consists primarily of individuals.
Comprehensive Capital Management, Inc.

100 ENTERPRISE DRIVE, SUITE 504

ROCKAWAY, NJ 07866

$48.29M

Assets Under Management

5

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Dov Fobar’s Registration & Firm History

NJ

03/20/2021 - Present

Comprehensive Capital Management, Inc. (ROCKAWAY NJ)

NJ

04/11/2014 - 12/16/2016

COMPREHENSIVE ASSET MANAGEMENT AND SERVICING, INC. (ROCKAWAY NJ)

NY

01/07/2008 - 02/25/2014

1ST GLOBAL CAPITAL CORP. (NEW YORK NY)

NA

07/13/1993 - 05/27/1994

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

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Licenses & Designations

BOTH

Issued 01/11/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/13/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/16/2016

SIE - Securities Industry Essentials Examination

BC

Issued 01/04/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dov Bernard Fobar.
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