Amir Alamir

HOLMES INVESTMENT MANAGEMENT

BROCKTON, MA 02301

CRD#: 8210469

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Professional summary

Amir Alamir is a registered financial advisor currently at HOLMES INVESTMENT MANAGEMENT, INC. located in Brockton, Massachusetts.

Amir is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Amir has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

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 Amir Alamir'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

March 2, 2026 - Present

HOLMES INVESTMENT MANAGEMENT, INC.

Office #1: 839 Rear Pleasant St, Brockton, MA 02301

RIA

CRD#: 123920

BROCKTON, MA

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

Florida
(5/28/2026)

IAR

Texas
(3/2/2026)

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: 9/22/2025

Uniform Investment Adviser Law Examination

Current Firm

HOLMES INVESTMENT MANAGEMENT, INC.

HOLMES INVESTMENT MANAGEMENT, INC. | HOWARD J. HOLMES, CFA | HOLMES, HOWARD JOSEPH

CRD#: 123920 / SEC#:

Florida

Registered Investment Advisory firm - (2/11/2022 Approved)

Massachusetts

Registered Investment Advisory firm - (8/16/1999 Approved)

Texas

Registered Investment Advisory firm - (10/21/2021 Conditional Restricted)

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Contact information

Main Address

839 Pleasant Street Rear, Brockton, MA 02301

Mailing Address

P O Box 2462, Brockton, MA 02305

Phone number

(508) 941-5888

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	223
AUM (Assets Under Management)	$ 58,500,000

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Amir Alamir

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amir Alamir's CRS (Customer Relationship Summary).

Certified licenses

Experience

HOLMES INVESTMENT MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/22/2025

Current Firm

HOLMES INVESTMENT MANAGEMENT, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

HOLMES INVESTMENT MANAGEMENT, INC.

TRUST BUT VERIFY

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