Advanced Research Investment Solutions, LLC
Advanced Research Investment Solutions, LLC (CRD# 169582) is a financial advisory firm headquartered in Beverly Hills, CA. They manage $9,131,723,000 in 45 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management9,132MILLION
Total Number of Accounts45ACCOUNTS
Average Account Value$202,927,178
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Alex Shahidi (CRD# 3208699) is an Investment Advisor Representative working at Advanced Research Investment Solutions, LLC in Beverly Hills, CA and has over 18 years of experience in the finance industry. Alex Shahidi 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.
Damien Bisserier (CRD# 6412899) is an Investment Advisor Representative working at Advanced Research Investment Solutions, LLC in Beverly Hills, CA and has over 2 years of experience in the finance industry.