JA
Justin Abdollahi
INVESTMENT DEPT.
West Hollywood, CA
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CRD#: 7639396
JA
Professional summary
Justin Abdollahi is a registered financial advisor currently at INVESTMENT DEPT. located in West Hollywood, California.
Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Justin has worked at 1 firm 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.
Mr. Abdollahi works for Sony Pictures, full-time, in a non-investment-related role. Mr. Abdollahi devotes substantially all of his time, more than 50 hours per week, to serving his employer, Sony Pictures, and the majority of this time is during securities trading hours. Mr. Abdollahi serves a select few friends and family clients through Investment Dept., LLC and devotes approximately 5 hours per week to those clients outside of security trading hours. At this time, Investment Dept. and Justin Abdollahi are not taking on new clients. Sony Pictures is a media and entertainment company located at 10202 West Washington Blvd Culver City, CA 90232. As of November 2022, Mr. Abdollahi is an Executive Director for Sony Pictures and is responsible for Financial Planning & Analysis.
CRS (Client Relationship Summary) - RIA
Click below to view Justin Abdollahi'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®
NoneExperience
Current
November 3, 2022 - Present
INVESTMENT DEPT.
RIA
CRD#: 323653
West Hollywood, CA
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(11/3/2022)
Current Firm
ID
INVESTMENT DEPT.
INVESTMENT DEPT. | INVESTMENT DEPT., LLC
CRD#: 323653 / SEC#:
California
Registered Investment Advisory firm - (11/3/2022 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
West Hollywood, CA
Mailing Address
Phone number
(917) 310-8343
Established
Firm type
Fiscal year end
# of Employees
1
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.
