Bomdad B. Nouredini

BBN MANAGEMENT

San Francisco, CA

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CRD#: 5572828

Professional summary

Bomdad Bobby Nouredini is a registered financial advisor currently at BBN MANAGEMENT, LLC located in San Francisco, California.

Bomdad is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Bomdad 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.

Name: Bobby Nouredini; Nature of Business: Providing outsourced financial modeling, forecasting, and analysis services; Address: 1430 Clay Street, #11, San Francisco, CA 94109; Position: Consultant; State Date: 12/2008; Approximate Number of Hours/Month Devoted to the Business: 20-30 hours; Duties: Financial modeling and analysis for operating companies and investment firms.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bomdad Bobby Nouredini'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

January 22, 2019 - Present

BBN MANAGEMENT, LLC

RIA

CRD#: 147954

San Francisco, CA

Past

October 27, 2008 - December 31, 2018

BBN MANAGEMENT, LLC

RIA

CRD#: 147954

SAN FRANCISCO, 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
(1/22/2019)

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: 10/22/2008

Uniform Investment Adviser Law Examination

Current Firm

BBN MANAGEMENT, LLC

BBN MANAGEMENT, LLC | NOUREDINI, BOMDAD BOBBY | BBN PARTNERS, LP

CRD#: 147954 / SEC#:

California

Registered Investment Advisory firm - (1/22/2019 Approved)

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Contact information

Main Address

340 Pine Street Suite 503, San Francisco, CA 94104

Mailing Address

Phone number

(415) 439-0226

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	27
AUM (Assets Under Management)	$ 10,600,000

Red Flags

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

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Bomdad B. Nouredini

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bomdad Bobby Nouredini's CRS (Customer Relationship Summary).

Certified licenses

Experience

BBN MANAGEMENT, LLC

BBN MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/22/2008

Current Firm

BBN MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BBN MANAGEMENT, LLC

TRUST BUT VERIFY

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