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

Pouya D. Yadegar

PRIME OPPORTUNITIES INVESTMENT GROUP LLC
Los Angeles, CA 90067
Some features on this profile are disabled
CRD#: 5144628
PY

Professional summary


Pouya David Yadegar, who also goes by Pouya Yadegar, is a registered financial advisor currently at PRIME OPPORTUNITIES INVESTMENT GROUP LLC located in Los Angeles, California.

Pouya is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Pouya has worked at 2 firms and has passed the Series 65 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Pouya Yadegar

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.
Other non-investment related business: Tarzana 5 LLC, 6170 Reseda Blvd, Tarzana CA 91335. Start date November 2014. Duties include assisting with the management of family-owned properties approximately 1.5 hours each week.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Pouya David Yadegar'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

May 15, 2008 - Present

PRIME OPPORTUNITIES INVESTMENT GROUP LLC

Office #1: 2029 Century Park East Floor 37 & 38, Los Angeles, CA 90067
RIA
CRD#: 146944
Los Angeles, CA
Past

July 18, 2006 - November 16, 2006

QUEST CAPITAL STRATEGIES, INC.

BD
CRD#: 16783
LAGUNA HILLS, 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
(5/15/2008)

Exams


State Security Law Exam
IAR
Series 65
Date: 1/8/2008
Uniform Investment Adviser Law Examination
General Industry/Product Exam

Current Firm


PO
PRIME OPPORTUNITIES INVESTMENT GROUP LLC
PRIME OPPORTUNITIES INVESTMENT GROUP LLC

CRD#: 146944 / SEC#:

California
Registered Investment Advisory firm - (5/15/2008 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
2029 Century Park East Suite 400, Los Angeles, CA 90067
Mailing Address
Phone number
(310) 295-2212
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts1
AUM (Assets Under Management)$ 4,753,427

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


PRIME OPPORTUNITIES INVESTMENT GROUP LLC

CRD#: 146944Los Angeles, CA 90067

TRUST BUT VERIFY

Monitor Pouya Yadegar

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

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.
Powered ByAIRM Analytics