Allan Boomer has been Partner of Momentum Advisors since March 2024, is a control person of the firm and directly owns between 25% and 50% of it.
Momentum Advisors, LLC is a New York, NY firm with $415M under management, 370 clients and 7 advisers across 3 offices, as of its July 2026 filing.
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 24 November 2004 |
| Series 3 | National Commodity Futures Examination | 20 October 2004 |
| Series 7 | General Securities Representative Examination | 28 July 2000 |
- Name
- Uniform Combined State Law Examination
- Name
- National Commodity Futures Examination
- Name
- General Securities Representative Examination
- Full name
- Allan J Boomer
- CRD
- 4182424
- Firm
- Momentum Advisors · CRD 159574
- Role
- Partner
- Registration
- No current adviser or broker registration
- Disciplinary history
- Not yet shown here · SEC record
Where does Allan Boomer work?
Allan Boomer has been Partner of Momentum Advisors, LLC since March 2024, and is a control person of the firm.
Does Allan Boomer have a current investment-adviser registration?
Allan Boomer has no current investment-adviser or broker registration.
What exams has Allan Boomer passed?
Allan Boomer has passed 3 licensing exams: the Series 7, Series 3 and Series 66. The earliest, the Series 7, was passed in July 2000.
Where was Allan Boomer previously registered as an investment adviser?
Allan Boomer has past investment-adviser registrations through Momentum Advisors, February 2019 to December 2025; Momentum Advisors, May 2016 to December 2018; Momentum Advisors, August 2015 to December 2015, across 1 firm.
Is Allan Boomer registered with FINRA?
No. Allan Boomer has no current broker registration.
How can I verify Allan Boomer’s record?
Search CRD 4182424 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Allan Boomer’s full registration record.
