Amandeep Singh

EQUANIMITY FINANCIAL PARTNERS

Pasadena, CA 91103

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CRD#: 7461086

Professional summary

Amandeep Singh is a registered financial advisor currently at EQUANIMITY FINANCIAL PARTNERS located in Pasadena, California.

Amandeep is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Amandeep has worked at 2 firms and has passed the Series 65, Series 7TO and SIE exams.

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 Amandeep Singh'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, 2024 - Present

EQUANIMITY FINANCIAL PARTNERS

Office #1: 100 Corson Street Suite 210, Pasadena, CA 91103

RIA

CRD#: 152050

Pasadena, CA

Past

November 22, 2021 - December 21, 2021

PRUCO SECURITIES, LLC.

CRD#: 5685

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".

EQUANIMITY FINANCIAL PARTNERS

EQUANIMITY FINANCIAL PARTNERS | HBA ADVISORS, LLC | HAYDEL, BIEL & ASSOCIATES

CRD#: 152050 / SEC#: 801-70851

RIA

Registered Investment Advisory firm - (12/15/2009 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
(4/26/2024)

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: 4/26/2024

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 11/20/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 7/29/2021

Securities Industry Essentials Examination

Current Firm

EQUANIMITY FINANCIAL PARTNERS

EQUANIMITY FINANCIAL PARTNERS | HBA ADVISORS, LLC | HAYDEL, BIEL & ASSOCIATES

CRD#: 152050 / SEC#: 801-70851

RIA

Registered Investment Advisory firm - (12/15/2009 Approved)

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Contact information

Main Address

100 Corson Street Suite 210, Pasadena, CA 91103

Mailing Address

Phone number

(626) 529-8347

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

HBA - ADV PART 2A: FIRM BROCHURE (4/30/2025)

Regulatory assets under management

Total Number of Accounts	643
AUM (Assets Under Management)	$ 166,783,000

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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Amandeep Singh

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amandeep Singh's CRS (Customer Relationship Summary).

Certified licenses

Experience

EQUANIMITY FINANCIAL PARTNERS

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

EQUANIMITY FINANCIAL PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 4/26/2024

Series 7TO

Date: 11/20/2021

SIE

Date: 7/29/2021

Current Firm

EQUANIMITY FINANCIAL PARTNERS

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EQUANIMITY FINANCIAL PARTNERS

TRUST BUT VERIFY

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