Andrew O. Omidvar

AVESTA VENTURE ADVISORS

N. Bethesda, MD 20895

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CRD#: 4087406

Professional summary

Andrew O Omidvar, who also goes by Omid M. Omidvar, is a registered financial advisor currently at AVESTA VENTURE ADVISORS located in N. Bethesda, Maryland.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Andrew has worked at 2 firms and has passed the Series 63, Series 65 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Omid M. Omidvar

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 Andrew O Omidvar'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

April 11, 2022 - Present

AVESTA VENTURE ADVISORS

Office #1: 11418 Orleans Way, N. Bethesda, MD 20895

RIA

CRD#: 123227

N. Bethesda, MD

Past

January 12, 2001 - August 25, 2003

TRIAD ADVISORS LLC

CRD#: 25803

ATLANTA, GA

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

Maryland
(4/11/2022)

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

Series 63

Date: 2/29/2000

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 2/8/2000

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 12/5/2000

General Securities Representative Examination

Current Firm

AVESTA VENTURE ADVISORS

AVESTA VENTURE ADVISERS | AVESTA VENTURE ADVISORS

CRD#: 123227 / SEC#:

Maryland

Registered Investment Advisory firm - (9/25/2001 Approved)

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Contact information

Main Address

11418 Orleans Way, N. Bethesda, MD 20895

Mailing Address

Phone number

(240) 355-3556

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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

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Andrew O. Omidvar

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew O Omidvar's CRS (Customer Relationship Summary).

Certified licenses

Experience

AVESTA VENTURE ADVISORS

TRIAD ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 2/29/2000

Series 65

Date: 2/8/2000

Series 7

Date: 12/5/2000

Current Firm

AVESTA VENTURE ADVISORS

Contact information

Documents

Red Flags

Company Information

AVESTA VENTURE ADVISORS

TRUST BUT VERIFY

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