AG
Amir H. Golzar
GOLZAR INVESTMENT GROUP LLC
Newport Beach, CA
Some features on this profile are disabled
CRD#: 6309565
AG
Professional summary
Amir H Golzar, who also goes by Amir Golzar, is a registered financial advisor currently at GOLZAR INVESTMENT GROUP LLC located in Newport Beach, California and VESTECH ASSET MANAGEMENT INC. located in San Diego, California.
Amir is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Amir has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Amir Golzar
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 name of the other business: ANE Supply LLC whether the business is investment-related: No the address of the other business: 405 Rockefeller, 1008, Irvine, CA, 92612 the nature of the other business: E-Commerce Business/Amazon Dropship your position, title, or relationship with the other business: Partner the start date of your relationship: May 2019 the approximate number of hours/month you devote to the other business: 5 the number of hours you devote to the other business during securities trading hours: 0 briefly describe your duties relating to the other business: general partner duties in the business the name of the other business: MAG Supply LLC whether the business is investment-related: No the address of the other business: 405 Rockefeller, 1008, Irvine, CA, 92612 the nature of the other business: E-Commerce Business/Amazon Dropship your position, title, or relationship with the other business: Partner the start date of your relationship: October 2020 the approximate number of hours/month you devote to the other business: 5 the number of hours you devote to the other business during securities trading hours: 0 briefly describe your duties relating to the other business: general partner duties in the business the name of the other business: Golzar Investment Group LLC whether the business is investment-related: Yes the address of the other business: 405 Rockefeller, 1008, Irvine, CA, 92612 the nature of the other business: State registered investment advisor your position, title, or relationship with the other business: Owner the start date of your relationship: February 2020 the approximate number of hours/month you devote to the other business: 30 the number of hours you devote to the other business during securities trading hours: 30 briefly describe your duties relating to the other business: management of client investments.
CRS (Client Relationship Summary) - RIA
Click below to view Amir H Golzar'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®
NoneExperience
Current
April 12, 2021 - Present
GOLZAR INVESTMENT GROUP LLC
RIA
CRD#: 313194
Newport Beach, CA
Current
November 18, 2022 - Present
VESTECH ASSET MANAGEMENT INC.
RIA
CRD#: 285685
San Diego, CA
Current
June 21, 2021 - Present
VESTECH SECURITIES, INC.
Office #1: 11477 Olde Cabin Rd. Suite 310, St. Louis, MO 63141BD
CRD#: 41409
St. Louis, MO
Past
February 2, 2017 - August 2, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
NEWPORT BEACH, CA
Past
February 2, 2017 - August 2, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEWPORT BEACH, CA
Past
September 20, 2016 - December 31, 2016
CENTAURUS FINANCIAL, INC.
RIA
CRD#: 30833
IRVINE, CA
Past
September 20, 2016 - December 31, 2016
CENTAURUS FINANCIAL, INC.
BD
CRD#: 30833
IRVINE, CA
Past
May 31, 2016 - September 20, 2016
INDEPENDENT FINANCIAL GROUP, LLC
RIA
CRD#: 7717
NEWPORT BEACH, CA
Past
May 31, 2016 - September 20, 2016
INDEPENDENT FINANCIAL GROUP, LLC
BD
CRD#: 7717
NEWPORT BEACH, CA
Past
August 12, 2015 - May 31, 2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
IRVINE, CA
Past
August 12, 2015 - May 31, 2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
IRVINE, CA
Past
March 9, 2015 - July 9, 2015
CENTAURUS FINANCIAL, INC.
RIA
CRD#: 30833
IRVINE, CA
Past
September 15, 2014 - July 9, 2015
CENTAURUS FINANCIAL, INC.
BD
CRD#: 30833
IRVINE, 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.RR
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
California(4/12/2021)
RR
California(6/21/2021)
RR
Illinois(9/13/2022)
IAR
Illinois(11/18/2022)
RR
Missouri(6/27/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
VA
VESTECH ASSET MANAGEMENT INC.
MAENDEL WEALTH | VESTECH ASSET MANAGEMENT INC. | ROYAL CROWN WEALTH MANAGEMENT | MEYER FINANCIAL GROUP
CRD#: 285685 / SEC#:
Connecticut
Registered Investment Advisory firm - (8/8/2017 Approved)Illinois
Registered Investment Advisory firm - (6/18/2020 Approved)Kansas
Registered Investment Advisory firm - (6/9/2017 Approved)Michigan
Registered Investment Advisory firm - (12/2/2016 Approved)Missouri
Registered Investment Advisory firm - (6/8/2017 Approved)North Carolina
Registered Investment Advisory firm - (9/21/2017 Approved)Pennsylvania
Registered Investment Advisory firm - (9/21/2018 Approved)Texas
Registered Investment Advisory firm - (12/3/2018 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
11477 Olde Cabin Road Suite 310, Saint Louis, MO 63141
Mailing Address
Phone number
(314) 828-2111
Established
Firm type
Fiscal year end
# of Employees
14
Regulatory assets under management
| Total Number of Accounts | 270 |
| AUM (Assets Under Management) | $ 100,032,281 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
