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Cyrus Amin

C. MICHAEL AMIN
SOMERVILE, MA
·CRD# 5382905·11 years experience

Professional Summary

Cyrus Amin is a registered financial advisor currently at C. MICHAEL AMIN, LLC located in Somervile, Massachusetts. Cyrus is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Cyrus has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

11 years in the financial services industry

Current & Past Employments

C. MICHAEL AMIN, LLC·CRD# 165296
RIA
17 Appleton Street, Somervile, MA 02144
January 5, 2015 - Present

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Current Firm

CM
C. MICHAEL AMIN, LLC

C. MICHAEL AMIN, LLC | REDWOOD, LLC | REDWOOD GROWTH, LP

CRD#: 165296
Massachusetts
Registered Investment Advisory firm - Massachusetts (1/5/2015 Approved)

Contact Information

Main Address

53 State Street Suite 500, Boston, MA 02109

Phone Number

(857) 243-8499

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

5

AUM (Assets Under Management)

$880,829

Exempt reporting advisers


Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.
SEC / JURISDICTIONREPORTING STATUSEFFECTIVE DATE
MassachusettsERA - Withdrawn1/28/2014

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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.

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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.
IAR
Massachusetts
(1/5/2015)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Dec 2014About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

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

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