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SM

Sohrab Mirzabeigifini

ATLAS
San Diego , CA
Some features on this profile are disabled
CRD#: 6480796
SM
Sohrab MirzabeigifiniATLAS

Professional summary

Sohrab Mirzabeigifini, who also goes by Soho Fini, Sohrab Fini, Sohrab Mirzabeigifini, is a registered financial advisor currently at ATLAS located in San Diego , California.

Sohrab is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Sohrab has worked at 2 firms and has passed the Series 63, Series 7TO, SIE and Series 6 exams.

At a Glance

Always Fiduciary

Aliases

Soho Fini | Sohrab Fini | Sohrab Mirzabeigifini

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 Sohrab Mirzabeigifini'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 29, 2026 - Present

ATLAS

RIA
CRD#: 324191
San Diego , CA
Past

March 14, 2016 - June 15, 2026

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
LOS ANGELES, CA

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".
AT
ATLAS
ATFS ADVISERS | ATLAS | ATFS ADVISERS LLC

CRD#: 324191 / SEC#: 801-128722

RIA
Registered Investment Advisory firm - (9/28/2023 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.

Highlighted states indicate IAR registrations

IAR
California
(6/29/2026)
IAR
Texas
(6/29/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 11/30/2015
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/9/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 3/14/2016
Investment Company Products/Variable Contracts Representative Examination

Current Firm

AT
ATLAS
ATFS ADVISERS | ATLAS | ATFS ADVISERS LLC

CRD#: 324191 / SEC#: 801-128722

RIA
Registered Investment Advisory firm - (9/28/2023 Approved)
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Contact information

Main Address
Frisco, TX
Mailing Address
Phone number
(805) 557-8713
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (19 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FIRM BROCHURE (9/3/2025)

Regulatory assets under management

Total Number of Accounts84
AUM (Assets Under Management)$ 121,329,112

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.

Company Information

ATLAS

CRD#: 324191San Diego , CA

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