Brian Amidei, financial advisor Palm Desert CA
83 score

Brian Amidei

CRD Number: 2965820
Current Firm: Fortem Financial, LLC

Brian Amidei (CRD# 2965820) is an Investment Advisor Representative working at Fortem Financial, LLC in Palm Desert, CA and has over 18 years of experience in the finance industry.

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Flc Capital Advisors
Company Name Location Dates Years
Fortem Financial, LLC Palm Desert, CA Jul 2016 - Current < 1
Hightower Advisors, LLC Palm Desert, CA Apr 2011 - Jul 2016 5
Hightower Securities, LLC Palm Desert, CA Apr 2011 - Jul 2016 5
Merrill Lynch, Pierce, Fenner & Smith Incorporated Indian Wells, CA May 1998 - Apr 2011 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1997
S65 NASAA Investment Advisors Law Examination Aug 1998
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Brian P. Amidei
Phone Number: (760) 206-8500
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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