Christopher K. Hoshyarsar

KENNEDY WEALTH MANAGEMENT

CALABASAS, CA 91302

CRD#: 8013113

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Professional summary

Christopher Kadin Hoshyarsar, who also goes by Chris Hoshyarsar, is a registered financial advisor currently at KENNEDY WEALTH MANAGEMENT, LLC located in Calabasas, California.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Christopher has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

Chris Hoshyarsar

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 Christopher Kadin Hoshyarsar'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®

None

Experience

Current

November 20, 2024 - Present

KENNEDY WEALTH MANAGEMENT, LLC

Office #1: 23901 Calabasas Road Suite 1064, Calabasas, CA 91302

RIA

CRD#: 147573

CALABASAS, 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
(11/20/2024)

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Exams

State Security Law Exam

IAR

Series 65

Date: 5/8/2024

Uniform Investment Adviser Law Examination

Current Firm

KENNEDY WEALTH MANAGEMENT, LLC

KENNEDY WEALTH MANAGEMENT, LLC | KENNEDY, MARK

CRD#: 147573 / SEC#:

California

Registered Investment Advisory firm - (10/14/2008 Approved)

Texas

Registered Investment Advisory firm - (12/11/2023 Conditional Restricted)

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Contact information

Main Address

23901 Calabasas Road Suite 1064, Calabasas, CA 91302

Mailing Address

Phone number

(818) 224-4177

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Christopher K. Hoshyarsar

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Kadin Hoshyarsar's CRS (Customer Relationship Summary).

Certified licenses

Experience

KENNEDY WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/8/2024

Current Firm

KENNEDY WEALTH MANAGEMENT, LLC

Contact information

Documents

Red Flags

Company Information

KENNEDY WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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