Alan B. Eskandari

ABLE MONEY LLC

North Yarmouth, ME

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CRD#: 6456766

Professional summary

Alan Behruz Eskandari, CFP® is a registered financial advisor currently at ABLE MONEY LLC located in North Yarmouth, Maine.

Alan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Alan has worked at 2 firms 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alan Behruz Eskandari'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®

CFP^®

Certified Financial Planner

Start date: 2017

Experience

Current

June 1, 2022 - Present

ABLE MONEY LLC

RIA

CRD#: 321891

North Yarmouth, ME

Past

June 8, 2015 - December 7, 2022

HARVEST ASSET GROUP, LLC

RIA

CRD#: 165216

PORTLAND, ME

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

Maine
(6/1/2022)

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: 5/26/2015

Uniform Investment Adviser Law Examination

Current Firm

ABLE MONEY LLC

CRD#: 321891 / SEC#:

Maine

Registered Investment Advisory firm - (6/1/2022 Approved)

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Contact information

Main Address

North Yarmouth, ME

Mailing Address

Phone number

(207) 383-4593

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	97
AUM (Assets Under Management)	$ 36,735,969

Red Flags

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

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Alan B. Eskandari

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alan Behruz Eskandari's CRS (Customer Relationship Summary).

Certified licenses

Experience

ABLE MONEY LLC

HARVEST ASSET GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/26/2015

Current Firm

ABLE MONEY LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ABLE MONEY LLC

TRUST BUT VERIFY

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