ED
Esteban Di Masi
ATORIE ADVISORS
LOS ANGELES, CA
Some features on this profile are disabled
CRD#: 7962627
ED
Professional summary
Esteban Di Masi is a registered financial advisor currently at ATORIE ADVISORS, LLC located in Los Angeles, California.
Esteban is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Esteban has worked at 1 firm .
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.
1) Atorie, LLC, Not investment related, 2632 Wilshire Blvd Suite 250 Santa Monica, CA 90403, Business Management, Managing Member, 01/31/2019, 144 hours devoted per month, 128 hours per month devoted, during securities trading hours, full-service business management and multifamily office firm specializing in Entertainers, Executives and High-Net-Worth Individuals. 2) Atorie Asset 1, LLC, 2632 Wilshire Blvd Suite 250 Santa Monica, CA 90403, commercial real estate holding company - passive investment, 05/01/2024, Managing Member, 1 hour per month devoted per month, 0 hours per month devoted during securities trading hours, commercial real estate.
CRS (Client Relationship Summary) - RIA
Click below to view Esteban Di Masi'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
January 29, 2025 - Present
ATORIE ADVISORS, LLC
RIA
CRD#: 331840
LOS ANGELES, 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(1/29/2025)
Exams
Current Firm
AA
ATORIE ADVISORS, LLC
ATORIE ADVISORS, LLC | ATORIE WEALTH, LLC
CRD#: 331840 / SEC#:
California
Registered Investment Advisory firm - (1/29/2025 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
Los Angeles, CA
Mailing Address
2632 Wilshire Blvd Ste 250, Santa Monica, CA 90403
Phone number
(424) 291-2415
Established
Firm type
Fiscal year end
# of Employees
1
0
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.
