Neil T. Unger

AIRE ADVISORS

Beverly Hills, CA 90212

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CRD#: 7379881

Professional summary

Neil Tobias Unger, who also goes by Neil Unger, is a registered financial advisor currently at AIRE ADVISORS, LLC located in Beverly Hills, California.

Neil is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Neil has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Neil Unger

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 Neil Tobias Unger'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

April 26, 2026 - Present

AIRE ADVISORS, LLC

Office #1: 9350 Wilshire Blvd Suite 200, Beverly Hills, CA 90212

RIA

CRD#: 307450

Beverly Hills, CA

Past

October 26, 2023 - April 24, 2026

ALLIANCE ADVISORY & SECURITIES, INC.

RIA

CRD#: 18835

WESTLAKE VILLAGE, CA

Past

June 4, 2021 - September 29, 2023

DAVID S REINDERS

RIA

CRD#: 143703

VALENCIA, 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".

AIRE ADVISORS, LLC

AIRE ADVISORS, LLC | PROJECT NIMH, LLC

CRD#: 307450 / SEC#: 801-119842

RIA

Registered Investment Advisory firm - (11/20/2020 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
(4/27/2026)

IAR

Nevada
(4/27/2026)

IAR

New York
(4/26/2026)

IAR

Texas
(4/26/2026)

IAR

Washington
(4/26/2026)

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: 6/4/2021

Uniform Investment Adviser Law Examination

Current Firm

AIRE ADVISORS, LLC

AIRE ADVISORS, LLC | PROJECT NIMH, LLC

CRD#: 307450 / SEC#: 801-119842

RIA

Registered Investment Advisory firm - (11/20/2020 Approved)

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Contact information

Main Address

9350 Wilshire Blvd Suite 200, Beverly Hills, CA 90212

Mailing Address

Phone number

(310) 277-2473

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (2/9/2026)

Regulatory assets under management

Total Number of Accounts	1,163
AUM (Assets Under Management)	$ 1,006,434,599

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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Neil T. Unger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Neil Tobias Unger's CRS (Customer Relationship Summary).

Certified licenses

Experience

AIRE ADVISORS, LLC

ALLIANCE ADVISORY & SECURITIES, INC.

DAVID S REINDERS

Primary Firm SEC Registration

AIRE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/4/2021

Current Firm

AIRE ADVISORS, LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AIRE ADVISORS, LLC

TRUST BUT VERIFY

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