Cyrus M. Amini

Mt. Pleasant, SC

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CRD#: 5216207

Professional summary

Cyrus Mcdonald Amini, who also goes by Cyrus Amini, was a registered financial advisor .

Cyrus is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Cyrus had worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Cyrus Amini

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.

lawyer

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

September 3, 2025 - Present

Mt. Pleasant, SC

Past

June 1, 2023 - August 18, 2025

HELIUM ADVISORS LLC

RIA

CRD#: 282356

EVERETT, WA

Past

September 15, 2016 - July 29, 2022

HIGHLINE WEALTH PARTNERS

RIA

CRD#: 284712

SHERMAN OAKS, CA

Past

February 4, 2014 - September 14, 2016

CHARLESWORTH & RUGG INC

RIA

CRD#: 104839

WOODLAND HILLS, CA

Past

October 11, 2006 - May 19, 2008

BANC OF AMERICA SECURITIES LLC

CRD#: 26091

NEW YORK, NY

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

South Carolina
(9/3/2025)

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 65

Date: 7/24/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/27/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/9/2006

General Securities Representative Examination

Current firm

No current employment

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.

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Cyrus M. Amini

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

HELIUM ADVISORS LLC

HIGHLINE WEALTH PARTNERS

CHARLESWORTH & RUGG INC

BANC OF AMERICA SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/24/2013

Series 63

Date: 12/27/2006

Series 7

Date: 10/9/2006

Current firm

No current employment

Red Flags

Company Information

No current employment

TRUST BUT VERIFY

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