EN

Ethan Namvar

CENTRICITY FINANCIAL
Newport Beach, CA 92660
Some features on this profile are disabled
CRD#: 5082661
EN

Professional summary


Ethan Namvar, who also goes by Arash Ethan Namvar, is a registered financial advisor currently at CENTRICITY FINANCIAL LLC located in Newport Beach, California.

Ethan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Ethan has worked at 3 firms and has passed the Series 65 exam.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Arash Ethan Namvar

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.

CRS (Client Relationship Summary) - RIA


Click below to view Ethan Namvar'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 20, 2016 - Present

CENTRICITY FINANCIAL LLC

Office #1: 5000 Birch Street Suite 3000, Newport Beach, CA 92660
RIA
CRD#: 145561
Newport Beach, CA
Past

April 10, 2013 - December 31, 2015

CENTRICITY FINANCIAL LLC

RIA
CRD#: 145561
NEWPORT BEACH, CA
Past

March 7, 2011 - December 14, 2011

BELVEDERE ASSET MANAGEMENT, LLC

RIA
CRD#: 147887
BELVEDERE, CA
Past

February 5, 2009 - April 18, 2011

CENTRICITY FINANCIAL LLC

RIA
CRD#: 145561
NEWPORT BEACH, CA
Past

January 30, 2009 - April 15, 2011

HEDGEMON LLC

RIA
CRD#: 138565
CORONA DEL MAR, CA
Past

February 6, 2008 - December 31, 2008

CENTRICITY FINANCIAL LLC

RIA
CRD#: 145561
ORANGE, CA
Past

May 17, 2006 - December 31, 2008

HEDGEMON LLC

RIA
CRD#: 138565
CORONA DEL MAR, CA

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
(6/20/2016)

Exams


State Security Law Exam

Current Firm


CF
CENTRICITY FINANCIAL LLC
CENTRICITY FINANCIAL LLC

CRD#: 145561 / SEC#: 801-72712

California
Registered Investment Advisory firm - (6/20/2016 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
5000 Birch Street Suite 3000, Newport Beach, CA 92660
Mailing Address
5000 Birch Street Suite 3000, Newport Beach, CA 92660
Phone number
(949) 444-2295
Established
Firm type
Fiscal year end
# of Employees
1

Regulatory assets under management


Total Number of Accounts19
AUM (Assets Under Management)$ 9,100,000

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


CENTRICITY FINANCIAL LLC

CRD#: 145561Newport Beach, CA 92660

TRUST BUT VERIFY

Monitor Ethan Namvar

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Mark Kendall Rylance
Mark RylanceAdvisorCheck Check Mark
RS CRUM INC.
IAR
Newport Beach, CA
Ryan Anthony Gallo
Ryan GalloAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
FULLERTON, CA
Barton S Pearce
Barton PearceAdvisorCheck Check Mark
PARK AVENUE SECURITIES LLC
IAR
RR
IRVINE, CA
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.