Hirbod Azmi
AIF®Professional Summary
Hirbod Azmi, AIF®, who also goes by Hirbod Azmi-ghadimi, is a registered financial advisor currently at VIRTUS WEALTH SOLUTIONS located in Cranford, New Jersey. Hirbod is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Hirbod has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Hirbod Azmi-Ghadimi
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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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Credentials
Years of Experience
18 years in the financial services industry
Current & Past Employments
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Current Firm
INNOVATIVE FINANCIAL SOLUTIONS NJ, LLC | VIRTUS WEALTH SOLUTIONS
Contact Information
Main Address
517 Centennial Avenue Suite 200, Cranford, NJ 07016Phone Number
(908) 967-6360# of Employees
6SEC notice filing (12 States and Territories)
Registered to provide investment advisory services in 12 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,050AUM (Assets Under Management)
$594,905,446Similar Advisors
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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.
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Primary Firm SEC Registration
INNOVATIVE FINANCIAL SOLUTIONS NJ, LLC | VIRTUS WEALTH SOLUTIONS
State Registrations and Notice Filings
(10/10/2024)
(9/30/2024)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Dec 2007About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Hirbod Azmi's CRS (Customer Relationship Summary).
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