Mr Shalom Azar

Mr Shalom Azar
Shalom Azar Profile Image.jpeg Shalom Azar Profile Image.jpeg
Born
🏳️ Nationality	American
🏫 Education	Yeshiva University
💼 Occupation	Senior Financial Advisor
👔 Employer	Fischman Azar Group
🏢 Organisation	Wells Fargo
Title	Founder, Senior Financial Advisor
🌐 Website	https://fa.wellsfargoadvisors.com/fischman-azar/shalom-azar.htm
💼 LinkedIN	https://www.linkedin.com/in/shalom-azar

Shalom Azar is an American financial advisor and co-founder of the Fischman Azar Group, a wealth management practice affiliated with Wells Fargo Advisors Financial Network. Based in Fort Lee, New Jersey, Azar works with individuals, families, business owners and corporate executives on investment planning, wealth management and long-term financial strategy.

Azar’s Central Registration Depository number is CRD 7125424.

Early Life

Azar is originally from West Orange, New Jersey. He attended Yeshiva University, where he studied mathematics.

Career

Merrill Lynch

Azar began his career in financial services in 2019 through Merrill Lynch’s Financial Advisor Development Program. The program provided training in financial planning, capital markets, investment strategy and client service.

During his time at Merrill Lynch, Azar began working with veteran financial advisor Alexander “Sandy” Fischman. Their professional partnership later developed into the Fischman Azar Group.

Morgan Stanley

In 2021, Azar joined Morgan Stanley as a financial advisor. His work focused on providing planning-led financial advice, investment management and portfolio oversight for individuals, families, business owners and corporate executives.

Azar and Fischman developed the Fischman Azar Group as a boutique wealth management practice designed to combine personalized service with the resources and capabilities of a major financial institution.

Wells Fargo Advisors Financial Network

Azar and the Fischman Azar Group later transitioned to Wells Fargo Advisors Financial Network. Azar serves as a Senior Financial Advisor at the group’s office in Fort Lee, New Jersey.

The move allowed the Fischman Azar Group to maintain its own practice identity and client-service model while accessing the research, technology and institutional resources available through Wells Fargo Advisors Financial Network.

The group has continued to expand its advisory and client-service teams as part of its ongoing growth.

Wealth Management Approach

Azar’s work is centered on disciplined financial planning, clear communication and long-term decision-making. He advises families, business owners and senior corporate executives on a range of financial matters.

His areas of focus include investment management, retirement planning, executive compensation, concentrated stock positions, trust and estate planning strategies, education planning, risk management and intergenerational wealth planning.

Azar also works with clients to evaluate lending and liquidity solutions available through Wells Fargo affiliates.

The Fischman Azar Group emphasizes a personalized, boutique-style client experience. Its approach combines individualized financial guidance with the broader research, technology and investment resources available through Wells Fargo Advisors Financial Network.

Industry Recognition

Azar has received recognition from Forbes and SHOOK Research for his work in the wealth management industry.

In 2024, he was ranked ninth in New Jersey on the Forbes Top Next-Gen Wealth Advisors Best-In-State list.

In 2025, Azar was ranked number 79 on the Forbes Best-In-State Wealth Advisors list for New Jersey.

The Fischman Azar Group was also included in the 2025 Forbes Best-In-State Wealth Management Teams ranking while the practice was affiliated with Morgan Stanley.

Forbes wealth management rankings are developed by SHOOK Research and consider factors including industry experience, interviews, compliance records, revenue and assets under management. Investment performance is not used as a ranking criterion.

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