Amir A. Monsefi

AIRE ADVISORS

Beverly Hills, CA 90212

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CRD#: 2394903

Professional summary

Amir Ali Monsefi, CPWA® is a registered financial advisor currently at AIRE ADVISORS, LLC located in Beverly Hills, California.

Amir is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Amir has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 31, Series 7 and Series 8 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

I*115541 For profit or not for profit: Non-Profit Organization Name of outside business organization: Mar Vista Family Center Investment related: N Address of business: Culver City, California 90230 Nature of business: Charitable Organization, Position, title, association: Advisory Board Member, Start date of relationship: 7/2/2018 Number of hours devoted: 6 hour(s) Quarterly Number of hours devoted during trading hours: 0 Duties: As a member of the board, I will be helping with various tasks and roles for the organization, including fundraising and helping to increase the number of families utilizing their services. I was introduced to this organization through B of A.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amir Ali Monsefi's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CPWA^®

Certified Private Wealth Advisor

Start date: 2017-12-26

Expire date: 2023-11-30

Experience

Current

November 20, 2020 - Present

AIRE ADVISORS, LLC

Office #1: 9350 Wilshire Blvd Suite 200, Beverly Hills, CA 90212

RIA

CRD#: 307450

Beverly Hills, CA

Past

December 16, 2011 - November 24, 2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

CENTURY CITY, CA

Past

December 16, 2011 - November 24, 2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

CENTURY CITY, CA

Past

December 15, 2006 - December 21, 2011

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

BEVERLY HILLS, CA

Past

December 15, 2006 - December 21, 2011

UBS FINANCIAL SERVICES INC.

CRD#: 8174

BEVERLY HILLS, CA

Past

November 7, 1997 - December 4, 2006

TD AMERITRADE, INC.

CRD#: 7870

BEVERLY HILLS, CA

Past

August 9, 1995 - November 7, 1997

KENNEDY, CABOT & CO.

CRD#: 2417

BEVERLY HILLS, CA

Past

January 17, 1995 - July 11, 1995

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

January 7, 1994 - November 30, 1994

SUTRO & CO. INCORPORATED

CRD#: 801

SAN FRANCISCO, CA

Past

September 17, 1993 - December 22, 1993

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

AIRE ADVISORS, LLC

AIRE ADVISORS, LLC | PROJECT NIMH, LLC

CRD#: 307450 / SEC#: 801-119842

RIA

Registered Investment Advisory firm - (11/20/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(11/20/2020)

IAR

Texas
(10/21/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/7/2001

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/22/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 12/19/2008

National Commodity Futures Examination

General Industry/Product Exam

Series 31

Date: 1/27/1995

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 9/15/1993

General Securities Representative Examination

Principal/Supervisory Exam

Series 8

Date: 4/16/1999

General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

AIRE ADVISORS, LLC

AIRE ADVISORS, LLC | PROJECT NIMH, LLC

CRD#: 307450 / SEC#: 801-119842

RIA

Registered Investment Advisory firm - (11/20/2020 Approved)

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Contact information

Main Address

9350 Wilshire Blvd Suite 200, Beverly Hills, CA 90212

Mailing Address

Phone number

(310) 277-2473

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (3/19/2025)

Regulatory assets under management

Total Number of Accounts	1,029
AUM (Assets Under Management)	$ 905,428,754

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Amir A. Monsefi

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amir Ali Monsefi's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

TD AMERITRADE, INC.

KENNEDY, CABOT & CO.

MORGAN STANLEY DW INC.

SUTRO & CO. INCORPORATED

CITIGROUP GLOBAL MARKETS INC.

Primary Firm SEC Registration

AIRE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/7/2001

Series 63

Date: 9/22/1993

SIE

Date: 10/1/2018

Series 3

Date: 12/19/2008

Series 31

Date: 1/27/1995

Series 7

Date: 9/15/1993

Series 8

Date: 4/16/1999

Current Firm

AIRE ADVISORS, LLC

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AIRE ADVISORS, LLC

TRUST BUT VERIFY

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