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).

By the Numbers
  • Total Assets Under Management
    9,132
    MILLION
  • Total Number of Accounts
    45
    ACCOUNTS
  • Average Account Value
    $202,927,178
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Advanced Research Investment Solutions, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Alex N. Shahidi
CRD#: 3208699
9150 Wilshire Boulevard, Suite 220, Beverly Hills, CA 90212
96
Wealthminder
score

Alex Shahidi (CRD# 3208699) is an Investment Advisor Representative working at Advanced Research Investment Solutions, LLC in Beverly Hills, CA and has over 17 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.

2
Damien A. Bisserier
CRD#: 6412899
9150 Wilshire Boulevard, Suite 220, Beverly Hills, CA 90212
88
Wealthminder
score

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.

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