Clode Moradi

Employer firm

Brilliant Financial Strategies LLC CRD 292622

$46.2M regulatory AUM 74 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2004 → 04/2018
  New York Life Insurance Company
  Los Angeles, CA
• 07/2004 → 04/2018
  Nylife Securities Inc.
  Los Angeles, CA
• 11/2011 → 04/2018
  Eagle Strategies Llc
  Los Angeles, CA
• 01/2011 → Present
  Clode Moradi Inc.
  La Crescenta, CA
• 02/2018 → Present
  Brilliant Financial Strategies Llc
  Waco, TX

Previous Registrations

• 2011-11-04 → 2018-04-05
  Eagle Strategies Llc
  La Crescenta, CA
  Glendale, CA
  La Crescenta, CA

Other Businesses

[ISMART, LLC BDA SMARTSTART INSURANCE SOLUTIONS; MEMBER; INVESTMENT RELATED; INSURANCE COMPANY OR AGENCY; 315 ARDEN AVE. SUITE 20, GLENDALE, CA 91203; LIFE, DISABILITY, LTC INSURANCE ; DUTIES: NONE DAILY, ONLY CONSULTING THROUGH BFS; 2019-08-15; PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 3;]

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-11-03
• S63 Uniform Securities Agent State Law Examination
  2000-10-18

Designations

• Certified Financial Planner