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FN

Farid Nadjibi

FARID CONSULTING
GREENBRAE, CA
Some features on this profile are disabled
CRD#: 3020299
FN

Professional summary

Farid Nadjibi is a registered financial advisor currently at FARID CONSULTING located in Greenbrae, California.

Farid is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Farid has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Farid Nadjibi's 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®
None

Experience

Current

June 13, 2024 - Present

FARID CONSULTING

RIA
CRD#: 329705
GREENBRAE, CA
Past

September 5, 2002 - January 28, 2005

EDWARD JONES

BD
CRD#: 250
ST. LOUIS, MO
Past

November 1, 2001 - May 2, 2002

PRUDENTIAL EQUITY GROUP, LLC

RIA
CRD#: 7471
SAN FRANCISCO, CA
Past

May 17, 2001 - May 2, 2002

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY

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
(6/13/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/27/2023
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/31/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 6/6/2022
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/16/2001
General Securities Representative Examination

Current Firm

FC
FARID CONSULTING
FARID CONSULTING | NADJIBI, FARID | FARID NADJIBI

CRD#: 329705 / SEC#:

California
Registered Investment Advisory firm - (6/13/2024 Approved)
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Contact information

Main Address
Greenbrae, CA
Mailing Address
Phone number
(415) 298-0319
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts4
AUM (Assets Under Management)$ 1,000,000

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.

Company Information

FARID CONSULTING

CRD#: 329705Greenbrae, CA

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