Aner Ben-ami

CANDIDE GROUP

Oakland, CA 94612

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CRD#: 6739149

Professional summary

Aner Ben-ami, who also goes by Amer Ben-ami, is a registered financial advisor currently at CANDIDE GROUP located in Oakland, California.

Aner is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Aner has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Amer Ben-Ami

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 Aner Ben-ami'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

November 2, 2017 - Present

CANDIDE GROUP

Office #1: 1721 Broadway Suite 201, Oakland, CA 94612

RIA

CRD#: 286086

Oakland, 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".

CANDIDE GROUP

CANDIDE GROUP | PI INVESTMENTS | MORE BETTER IMPACT, LLC | CANDIDE GROUP, LLC

CRD#: 286086 / SEC#: 801-118939

RIA

Registered Investment Advisory firm - (6/18/2020 Approved)

California

Registered Investment Advisory firm - (8/12/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(11/2/2017)

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: 12/16/2016

Uniform Investment Adviser Law Examination

Current Firm

CANDIDE GROUP

CANDIDE GROUP | PI INVESTMENTS | MORE BETTER IMPACT, LLC | CANDIDE GROUP, LLC

CRD#: 286086 / SEC#: 801-118939

RIA

Registered Investment Advisory firm - (6/18/2020 Approved)

California

Registered Investment Advisory firm - (8/12/2020 Terminated)

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Contact information

Main Address

1721 Broadway Suite 201, Oakland, CA 94612

Mailing Address

Phone number

(510) 761-8151

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV, PART 2A - JULY 15, 2025 (7/16/2025)

Regulatory assets under management

Total Number of Accounts	14
AUM (Assets Under Management)	$ 174,749,834

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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Aner Ben-ami

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aner Ben-ami's CRS (Customer Relationship Summary).

Certified licenses

Experience

CANDIDE GROUP

Primary Firm SEC Registration

CANDIDE GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 12/16/2016

Current Firm

CANDIDE GROUP

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CANDIDE GROUP

TRUST BUT VERIFY

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