Cyrus M. Amini

HYPHEN WEALTH MANAGEMENT

Mt. Pleasant, SC

Some features on this profile are disabled

CRD#: 5216207

Professional summary

Cyrus Mcdonald Amini, who also goes by Cyrus Amini, is a registered financial advisor currently at HYPHEN WEALTH MANAGEMENT located in Mt. Pleasant, South Carolina.

Cyrus is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Cyrus has 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cyrus Mcdonald Amini'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

September 3, 2025 - Present

HYPHEN WEALTH MANAGEMENT

RIA

CRD#: 338134

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

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".

HYPHEN WEALTH MANAGEMENT

HYPHEN WEALTH MANAGEMENT | HYPHEN WEALTH MANAGEMENT LLC

CRD#: 338134 / SEC#: 801-134270

RIA

Registered Investment Advisory firm - (9/3/2025 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

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

HYPHEN WEALTH MANAGEMENT

HYPHEN WEALTH MANAGEMENT | HYPHEN WEALTH MANAGEMENT LLC

CRD#: 338134 / SEC#: 801-134270

RIA

Registered Investment Advisory firm - (9/3/2025 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

3569 Mt. Diablo Blvd. Ste 220, Lafayette, CA 94549

Mailing Address

Phone number

(408) 314-7895

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - HYPHEN WEALTH MANAGEMENT (1/2/2026)

Regulatory assets under management

Total Number of Accounts	162
AUM (Assets Under Management)	$ 120,028,630

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.

Similar Advisors

Guy Peel

OSAIC WEALTH, INC.

IAR

Helena, MT

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

IAR

Estero, FL

Jeffrey Meotti

MORGAN STANLEY

IAR

MADISON, CT

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Cyrus M. Amini

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cyrus Mcdonald Amini's CRS (Customer Relationship Summary).

Certified licenses

Experience

HYPHEN WEALTH MANAGEMENT

HELIUM ADVISORS LLC

HIGHLINE WEALTH PARTNERS

CHARLESWORTH & RUGG INC

BANC OF AMERICA SECURITIES LLC

Primary Firm SEC Registration

HYPHEN WEALTH MANAGEMENT

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

HYPHEN WEALTH MANAGEMENT

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HYPHEN WEALTH MANAGEMENT

TRUST BUT VERIFY

Similar Advisors