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Neil Tobias Unger

Aire Advisors, LLC

Beverly Hills, CA

CRD 7379881

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Employer firm

Aire Advisors, LLC CRD 307450

$1.01B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Aire Advisors, Llc

9350 Wilshire Blvd Suite 200, Beverly Hills, CA 90212 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-04-27
NV RA APPROVED 2026-04-27
NY RA APPROVED 2026-04-26
TX RA APPROVED 2026-04-26
WA RA APPROVED 2026-04-26
  • CA RA
    APPROVED
    Since 2026-04-27
  • NV RA
    APPROVED
    Since 2026-04-27
  • NY RA
    APPROVED
    Since 2026-04-26
  • TX RA
    APPROVED
    Since 2026-04-26
  • WA RA
    APPROVED
    Since 2026-04-26

Branch Locations

9350 Wilshire Blvd Suite 200, Beverly Hills, CA 90212 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
David S Reinders, Inc. Valencia CA 01/2021 09/2023
Kaiser Permanente North Hollywood CA 10/2010 01/2021
Alliance Advisory & Securities, Llc Westlake Village CA 09/2023 04/2026
Aire Advisors, Llc Beverly Hills CA 04/2026 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-06-04
  • S65 Uniform Investment Adviser Law Examination
    2021-06-04
Designations
  • Certified Financial Planner
Other Names
  • Neil Unger

View on SEC IAPD

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