Sharon Nassirzadeh

AIRE ADVISORS

Beverly Hills, CA 90212

Some features on this profile are disabled

CRD#: 2400210

Professional summary

Sharon Nassirzadeh, CFP®, who also goes by Sharon Nassir, is a registered financial advisor currently at AIRE ADVISORS, LLC located in Beverly Hills, California.

Sharon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Sharon has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Sharon Nassir

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*121197 For profit or not for profit: For-Profit Organization Name of outside business organization: 2510 Bronson Ave LLC Investment related: Y Address of business: Los Angeles, California 90016 Nature of business: LLC, Position, title, association: Limited Partner, Start date of relationship: 2/8/2019 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: My husband Shahriar Nassirzadeh and I are in the process of purchasing a duplex on 2510 Bronson Avenue in Los Angeles for a flip real-estate transaction. We are creating an LLC for the purchase of the property and we will be the sole partners.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sharon Nassirzadeh'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®

CFP^®

Certified Financial Planner

Start date: 2017

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 23, 2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

CENTURY CITY, CA

Past

December 16, 2011 - November 23, 2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

CENTURY CITY, CA

Past

December 19, 2008 - December 16, 2011

STOCKCROSS FINANCIAL SERVICES, INC.

RIA

CRD#: 6670

BEVERLY HILLS, CA

Past

January 3, 2007 - December 16, 2011

STOCKCROSS FINANCIAL SERVICES, INC.

CRD#: 6670

BEVERLY HILLS, CA

Past

September 23, 2003 - December 4, 2006

TD AMERITRADE, INC.

RIA

CRD#: 7870

BEVERLY HILLS, CA

Past

November 7, 1997 - December 4, 2006

TD AMERITRADE, INC.

CRD#: 7870

BEVERLY HILLS, CA

Past

June 28, 1994 - November 7, 1997

KENNEDY, CABOT & CO.

CRD#: 2417

BEVERLY HILLS, CA

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: 2/4/2002

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/30/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/27/1994

General Securities Representative Examination

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)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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.

Similar Advisors

Jon Neuhaus

MORGAN STANLEY

IAR

El Segundo, CA

John Powell

EQUITABLE ADVISORS, LLC

IAR

Los Angeles, CA

Danielle Barrios

MORGAN STANLEY

IAR

Beverly Hills, CA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Sharon Nassirzadeh

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sharon Nassirzadeh's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

STOCKCROSS FINANCIAL SERVICES, INC.

STOCKCROSS FINANCIAL SERVICES, INC.

TD AMERITRADE, INC.

TD AMERITRADE, INC.

KENNEDY, CABOT & CO.

Primary Firm SEC Registration

AIRE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/4/2002

Series 63

Date: 8/30/1994

SIE

Date: 10/1/2018

Series 7

Date: 6/27/1994

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

Similar Advisors