Kamran Kadivar (CRD# 1847208) is an Investment Advisor Representative working at Aristotle Capital Management, LLC in Los Angeles, CA and has over 18 years of experience in the finance industry.
CRD# 4504995
Jst Investment Consulting
Score
105
CRD# 6093393
Equalis Financial
Score
106
CRD# 2753945
Fried Asset Management, Inc.
Score
104
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Imst Distributors, LLC | Fort Lauderdale, FL | May 2017 - Current | < 1 |
| Aristotle Capital Management, LLC | Fort Lauderdale, FL | Apr 2017 - Current | 1 |
| Invesco Distributors, Inc. | Houston, TX | Jul 2010 - Jan 2017 | 6 |
| Ing Funds Distributor LLC | Scottsdale, AZ | Dec 2006 - Jul 2010 | 3 |
| Furman Selz Financial Services LLC | New York, NY | Mar 2001 - Jul 2010 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1999 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2001 |
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:- Financial Issue
- CA
- FL
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Total Assets Under Management14,770MILLIONS
-
Total Number of Accounts1,879ACCOUNTS
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Average Account Value$7,860,798
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI
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