Alireza A. Kandi

3EDGE ASSET MANAGEMENT, LP

Naples, FL 34108

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CRD#: 6230804

Professional summary

Alireza Abdollahzadeh Kandi, who also goes by Alireza A Kandi, Al Kandi, Alireza Abdollahzadeh Kandi, is a registered financial advisor currently at 3EDGE ASSET MANAGEMENT, LP located in Naples, Florida and VIGILANT DISTRIBUTORS, LLC located in Boston, Massachusetts.

Alireza is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Alireza has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Alireza A Kandi | Al Kandi | Alireza Abdollahzadeh Kandi

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.

Alireza Kandi is registered with 3Edge Asset Management, LP, a SEC Registered Investment Advisor and Vigilant Distributors, LLC, an unaffiliated Broker Dealer.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alireza Abdollahzadeh Kandi'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

June 30, 2023 - Present

3EDGE ASSET MANAGEMENT, LP

Office #1: 999 Vanderbilt Beach Road Suite 200, Naples, FL 34108

RIA

CRD#: 282059

Naples, FL

Current

October 30, 2024 - Present

VIGILANT DISTRIBUTORS, LLC

Office #1: 225 Franklin Street 26th Floor, Boston, MA 02110

CRD#: 285573

Boston, MA

Past

August 23, 2022 - October 14, 2022

TD AMERITRADE, INC.

RIA

CRD#: 7870

Naples, FL

Past

August 22, 2022 - May 24, 2023

TD AMERITRADE, INC.

CRD#: 7870

Naples, FL

Past

July 29, 2021 - May 24, 2023

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Naples, FL

Past

July 28, 2021 - May 24, 2023

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Naples, FL

Past

February 13, 2020 - May 25, 2021

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

NAPLES, FL

Past

February 11, 2020 - May 25, 2021

CETERA INVESTMENT SERVICES LLC

CRD#: 15340

NAPLES, FL

Past

September 1, 2015 - November 27, 2019

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Naples, FL

Past

October 28, 2013 - November 27, 2019

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Naples, FL

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".

3EDGE ASSET MANAGEMENT, LP

3EDGE ASSET MANAGEMENT, LP | ABC CAPITAL MANAGEMENT, LP

CRD#: 282059 / SEC#: 801-106982

RIA

Registered Investment Advisory firm - (12/28/2015 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

Florida
(6/30/2023)

Florida
(10/30/2024)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/1/2015

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 11/1/2013

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/28/2013

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 6/18/2022

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 12/23/2021

General Securities Sales Supervisor - Options Module Examination

SRO Registrations

FINRA

Current Firm

3EDGE ASSET MANAGEMENT, LP

3EDGE ASSET MANAGEMENT, LP | ABC CAPITAL MANAGEMENT, LP

CRD#: 282059 / SEC#: 801-106982

RIA

Registered Investment Advisory firm - (12/28/2015 Approved)

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Contact information

Main Address

999 Vanderbilt Beach Road Suite 200, Naples, FL 34108

Mailing Address

Phone number

(844) 903-3343

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (44 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

3EDGE ADV PART 2A - JULY 2024 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	2,211
AUM (Assets Under Management)	$ 1,663,823,851

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.

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Advisor Monitoring

Firm Stability Insights

Alireza A. Kandi

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alireza Abdollahzadeh Kandi's CRS (Customer Relationship Summary).

Certified licenses

Experience

VIGILANT DISTRIBUTORS, LLC

TD AMERITRADE, INC.

TD AMERITRADE, INC.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

CETERA INVESTMENT ADVISERS LLC

CETERA INVESTMENT SERVICES LLC

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

3EDGE ASSET MANAGEMENT, LP

State Registrations and Notice Filings

Exams

Series 66

Date: 9/1/2015

Series 63

Date: 11/1/2013

SIE

Date: 10/1/2018

Series 7

Date: 10/28/2013

Series 10

Date: 6/18/2022

Series 9

Date: 12/23/2021

FINRA

Current Firm

3EDGE ASSET MANAGEMENT, LP

Contact information

SEC notice filing (44 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

3EDGE ASSET MANAGEMENT, LP

TRUST BUT VERIFY

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