Amir A. Amadi

CENTRICITY FINANCIAL LLC

Newport Beach, CA 92660

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CRD#: 5453289

Professional summary

Amir Andrew Amadi is a registered financial advisor currently at CENTRICITY FINANCIAL LLC located in Newport Beach, California.

Amir is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Amir has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

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.

Dr. Amadi is a financial analyst at Blizzard Entertainment, a gaming company. Dr. Amadi spends approximately 160 hours per month on his activities with Blizzard Entertainment, and these hours overlap with financial market's trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amir Andrew Amadi'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

June 20, 2016 - Present

CENTRICITY FINANCIAL LLC

Office #1: 5000 Birch Street Suite 3000, Newport Beach, CA 92660

RIA

CRD#: 145561

Newport Beach, CA

Past

February 5, 2009 - December 31, 2015

CENTRICITY FINANCIAL LLC

RIA

CRD#: 145561

NEWPORT BEACH, CA

Past

February 6, 2008 - December 31, 2008

CENTRICITY FINANCIAL LLC

RIA

CRD#: 145561

ORANGE, 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
(6/20/2016)

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Exams

State Security Law Exam

IAR

Series 65

Date: 11/3/2007

Uniform Investment Adviser Law Examination

Current Firm

CENTRICITY FINANCIAL LLC

CRD#: 145561 / SEC#: 801-72712

California

Registered Investment Advisory firm - (6/20/2016 Approved)

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Contact information

Main Address

5000 Birch Street Suite 3000, Newport Beach, CA 92660

Mailing Address

5000 Birch Street Suite 3000, Newport Beach, CA 92660

Phone number

(949) 444-2295

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	19
AUM (Assets Under Management)	$ 9,100,000

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Amir A. Amadi

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amir Andrew Amadi's CRS (Customer Relationship Summary).

Certified licenses

Experience

CENTRICITY FINANCIAL LLC

CENTRICITY FINANCIAL LLC

CENTRICITY FINANCIAL LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/3/2007

Current Firm

CENTRICITY FINANCIAL LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CENTRICITY FINANCIAL LLC

TRUST BUT VERIFY

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