Robert I. Ades

ADES INVESTMENT COUNSEL

Los Angeles, CA 90064

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CRD#: 4088386

Professional summary

Robert Ira Ades is a registered financial advisor currently at ADES INVESTMENT COUNSEL, INC. located in Los Angeles, California.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Robert has worked at 3 firms and has passed the Series 66 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.

MR. ADES IS A TRUSTEE OF VARIOUS FAMILY TRUSTS. MR. ADES ALSO FOUNDED ROBERT ADES ACCOUNTANCY CORP., A CPA FIRM, INCORPORATED IN 1991, AND IS A TRUSTEE OF THE FIRM'S PROFIT SHARING TRUST.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Ira Ades'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

December 9, 2005 - Present

ADES INVESTMENT COUNSEL, INC.

Office #1: 11835 W. Olympic Blvd. Suite 705e, Los Angeles, CA 90064

RIA

CRD#: 136517

Los Angeles, CA

Past

April 9, 2002 - December 19, 2005

FINANCIAL WEST GROUP

RIA

CRD#: 16668

LOS ANGELES, CA

Past

April 9, 2002 - December 19, 2005

FINANCIAL WEST GROUP

CRD#: 16668

RENO, NV

Past

February 2, 2000 - November 13, 2000

1ST GLOBAL CAPITAL CORP.

CRD#: 30349

DALLAS, TX

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
(12/9/2005)

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 66

Date: 12/27/1999

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 1/31/2000

General Securities Representative Examination

Current Firm

ADES INVESTMENT COUNSEL, INC.

ADES INVESTMENT COUNSEL, INC. | ROBERT ADES ACCOUNTANCY CORPORATION | ADES INVESTMENT MANAGEMENT SERVICES, INC.

CRD#: 136517 / SEC#:

California

Registered Investment Advisory firm - (12/9/2005 Approved)

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Contact information

Main Address

11835 W. Olympic Blvd. Suite 705e, Los Angeles, CA 90064

Mailing Address

Phone number

(310) 571-1224

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	103
AUM (Assets Under Management)	$ 65,481,749

Red Flags

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

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Robert I. Ades

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Ira Ades's CRS (Customer Relationship Summary).

Certified licenses

Experience

ADES INVESTMENT COUNSEL, INC.

FINANCIAL WEST GROUP

FINANCIAL WEST GROUP

1ST GLOBAL CAPITAL CORP.

State Registrations and Notice Filings

Exams

Series 66

Date: 12/27/1999

Series 7

Date: 1/31/2000

Current Firm

ADES INVESTMENT COUNSEL, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ADES INVESTMENT COUNSEL, INC.

TRUST BUT VERIFY

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