AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
KD

Kristina C. Downing

AIRE ADVISORS
Beverly Hills, CA 90212
Some features on this profile are disabled
CRD#: 5119346
KD

Professional summary

Kristina Cosma Downing, who also goes by Kristina C Marshall, Kristina Cosma Marshall, is a registered financial advisor currently at AIRE ADVISORS, LLC located in Beverly Hills, California.

Kristina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Kristina has worked at 5 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Kristina C Marshall | Kristina Cosma Marshall

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.
Name of outside business organization: Cosmic RE LLC & Crestline Real Estate LLC Investment related: N Address of business: 727 Westbourne Dr, #114, West Hollywood, California, 90069 Nature of business: Real Estate Holding Company Position, title, association: Member Start date of relationship: 04/2020 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Pay Mortgage and Update Books Name of outside business organization: Cosmic GA LLC Investment related: N Address of business: 800 Morris Road, Columbus, GA Nature of business: Own 2 Mobile Home Parks Position, title, association: Member Start date of relationship: 07/2021 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Silent Partner Name of outside business organization: USA Lending and Loans Investment related: N Address of business: 1611 S Pacific Coast Hwy, #102, Redondo Beach, CA 90277 Nature of business: Mortgage Broker Position, title, association: Employee Start date of relationship: 05/2021 Number of hours devoted: 40 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Refer Mortgage Clients

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kristina Cosma Downing's CRS (Customer Relationship Summary).
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

October 18, 2021 - Present

AIRE ADVISORS, LLC

Office #1: 9350 Wilshire Blvd Suite 200, Beverly Hills, CA 90212
RIA
CRD#: 307450
Beverly Hills, CA
Past

November 28, 2016 - October 19, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
EL SEGUNDO, CA
Past

November 28, 2016 - October 19, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
EL SEGUNDO, CA
Past

February 10, 2012 - December 1, 2016

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
LOS ANGELES, CA
Past

February 10, 2012 - December 1, 2016

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
LOS ANGELES, CA
Past

January 4, 2012 - February 8, 2012

WEDBUSH SECURITIES INC.

RIA
CRD#: 877
LOS ANGELES, CA
Past

January 3, 2012 - February 8, 2012

WEDBUSH SECURITIES INC.

BD
CRD#: 877
LOS ANGELES, CA
Past

August 10, 2007 - August 25, 2011

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
DENVER, CO
Past

May 2, 2007 - August 25, 2011

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
DENVER, CO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AA
AIRE ADVISORS, LLC
AIRE ADVISORS, LLC | PROJECT NIMH, LLC

CRD#: 307450 / SEC#: 801-119842

RIA
Registered Investment Advisory firm - (11/20/2020 Approved)

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
(10/18/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/9/2007
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/1/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/1/2007
General Securities Representative Examination

Current Firm

AA
AIRE ADVISORS, LLC
AIRE ADVISORS, LLC | PROJECT NIMH, LLC

CRD#: 307450 / SEC#: 801-119842

RIA
Registered Investment Advisory firm - (11/20/2020 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
9350 Wilshire Blvd Suite 200, Beverly Hills, CA 90212
Mailing Address
Phone number
(310) 277-2473
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (13 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (3/19/2025)

Regulatory assets under management

Total Number of Accounts1,029
AUM (Assets Under Management)$ 905,428,754

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

AIRE ADVISORS, LLC

CRD#: 307450Beverly Hills, CA 90212

TRUST BUT VERIFY

Monitor Kristina Downing

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

Similar Advisors

Jon Derek Neuhaus
Jon NeuhausAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
El Segundo, CA
John Tanner Powell
John PowellAdvisorCheck Check Mark
EQUITABLE ADVISORS, LLC
IAR
RR
Los Angeles, CA
Danielle Purcell Barrios
Danielle BarriosAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
Beverly Hills, CA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.