Brian P. Amidei

FORTEM FINANCIAL GROUP

Palm Desert, CA 92260

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CRD#: 2965820

Professional summary

Brian Paul Amidei, AIF® is a registered financial advisor currently at FORTEM FINANCIAL GROUP, LLC located in Palm Desert, California.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Brian has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7 and Series 6 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.

BPA CAPITAL MANAGEMENT, INC. OWNER SINCE 02/2021 FLOW THROUGH ENTITY FOR RIA COMPENSATION LICENSED INSURANCE AGENT.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Paul Amidei'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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

February 9, 2018 - Present

FORTEM FINANCIAL GROUP, LLC

Office #1: 44801 Village Court Suite 201, Palm Desert, CA 92260

RIA

CRD#: 291662

Palm Desert, CA

Past

July 25, 2016 - February 9, 2018

FORTEM FINANCIAL, LLC

RIA

CRD#: 283097

PALM DESERT, CA

Past

April 29, 2011 - July 15, 2016

HIGHTOWER ADVISORS, LLC

RIA

CRD#: 145323

PALM DESERT, CA

Past

April 29, 2011 - July 15, 2016

HIGHTOWER SECURITIES, LLC

CRD#: 116681

PALM DESERT, CA

Past

September 21, 1998 - May 3, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

INDIAN WELLS, CA

Past

June 24, 1998 - May 3, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

INDIAN WELLS, CA

Past

November 10, 1997 - May 19, 1998

WMA SECURITIES, INC.

CRD#: 32625

DULUTH, GA

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".

FORTEM FINANCIAL GROUP, LLC

FORTEM FINANCIAL | FORTEM FINANCIAL GROUP, LLC

CRD#: 291662 / SEC#: 801-112300

RIA

Registered Investment Advisory firm - (1/25/2018 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

Arizona
(8/14/2024)

IAR

California
(2/9/2018)

IAR

Texas
(7/20/2018)

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: 8/31/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/6/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 7/15/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 10/17/2003

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 7/7/1998

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/6/1997

Investment Company Products/Variable Contracts Representative Examination

Current Firm

FORTEM FINANCIAL GROUP, LLC

FORTEM FINANCIAL | FORTEM FINANCIAL GROUP, LLC

CRD#: 291662 / SEC#: 801-112300

RIA

Registered Investment Advisory firm - (1/25/2018 Approved)

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Contact information

Main Address

44801 Village Court #201, Palm Desert, CA 92260

Mailing Address

Phone number

(760) 206-8500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORTEM FINANCIAL GROUP, LLC PART 2A BROCHURE (11/12/2025)

Regulatory assets under management

Total Number of Accounts	957
AUM (Assets Under Management)	$ 528,544,068

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/25/2025	Cover Page	Report
07/29/2024	Cover Page	Report
09/20/2023	Cover Page	Report
01/03/2023	Cover Page	Report

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

Brian P. Amidei

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Paul Amidei's CRS (Customer Relationship Summary).

Certified licenses

Experience

FORTEM FINANCIAL, LLC

HIGHTOWER ADVISORS, LLC

HIGHTOWER SECURITIES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WMA SECURITIES, INC.

Primary Firm SEC Registration

FORTEM FINANCIAL GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/31/1998

Series 63

Date: 11/6/1997

SIE

Date: 7/15/2016

Series 31

Date: 10/17/2003

Series 7

Date: 7/7/1998

Series 6

Date: 11/6/1997

Current Firm

FORTEM FINANCIAL GROUP, LLC

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

FORTEM FINANCIAL GROUP, LLC

TRUST BUT VERIFY

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