Samar Nasiri, financial advisor Santa Monica CA

Samar Nasiri

CRD Number: 5244270
Current Firm: Sierra Investment Management Inc.

Samar Nasiri (CRD# 5244270) is an Investment Advisor Representative working at Sierra Investment Management Inc. in Santa Monica, CA and has over 11 years of experience in the finance industry. Samar Nasiri has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Northern Lights Distributors, LLC Omaha, NE Nov 2015 - Current 4
Sierra Investment Management, Inc. Santa Monica, CA Sep 2015 - Current 4
Unemployed Irvine, CA May 2015 - Sep 2015 < 1
Vertical Capital Securities, LLC Irvine, CA Apr 2013 - May 2015 2
Unemployed Aliso Viejo, CA Oct 2012 - Mar 2013 < 1
E*trade Capital Management LLC Los Angeles, CA Jan 2011 - Oct 2012 1
E*trade Securities LLC Los Angeles, CA Jan 2011 - Oct 2012 1
E*trade Savings Bank Los Angeles, CA Jan 2011 - Oct 2012 1
Fidelity Brokerage Services LLC Irvine, CA Feb 2009 - Dec 2010 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2008
Contact Info for Samar Nasiri
Phone Number: 310-452-1887
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    488
    MILLIONS
  • Total Number of Accounts
    1,023
    ACCOUNTS
  • Average Account Value
    $477,473
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, LA, NV, PA, TX, WA

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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