Ari Hadida

Some features on this profile are disabled

CRD#: 5225247

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Ari Hadida was a registered financial professional .

Ari is a previously registered financial professional and started their career in finance in 2006. Ari had worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

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)

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

Past

August 11, 2016 - December 31, 2016

VALOR ADVISORS LLC

RIA

CRD#: 171358

MIAMI, FL

Past

September 16, 2010 - July 15, 2016

J.P. MORGAN SECURITIES LLC

CRD#: 79

MIAMI, FL

Past

January 1, 2010 - September 10, 2010

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

NEW YORK, NY

Past

January 1, 2010 - September 10, 2010

UBS FINANCIAL SERVICES INC.

CRD#: 8174

NEW YORK, NY

Past

January 3, 2007 - January 1, 2010

UBS INTERNATIONAL INC.

RIA

CRD#: 107726

NEW YORK, NY

Past

November 14, 2006 - January 1, 2010

UBS INTERNATIONAL INC.

CRD#: 107726

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".

VALOR ADVISORS LLC

CRD#: 171358 / SEC#: 801-79691

RIA

Registered Investment Advisory firm - (5/19/2014 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

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 66

Date: 12/18/2006

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 7/15/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/13/2006

General Securities Representative Examination

Current Firm

VALOR ADVISORS LLC

CRD#: 171358 / SEC#: 801-79691

RIA

Registered Investment Advisory firm - (5/19/2014 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

1441 Brickell Avenue Suite 1500, Miami, FL 33131

Mailing Address

Phone number

(305) 424-1432

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

VALOR ADVISORS FORM ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	64
AUM (Assets Under Management)	$ 3,123,404,927

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

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Ari Hadida

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

J.P. MORGAN SECURITIES LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

UBS INTERNATIONAL INC.

UBS INTERNATIONAL INC.

Primary Firm SEC Registration

VALOR ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/18/2006

SIE

Date: 7/15/2016

Series 7

Date: 11/13/2006

Current Firm

VALOR ADVISORS LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VALOR ADVISORS LLC

TRUST BUT VERIFY

Similar Advisors