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Sharon Nassirzadeh

Aire Advisors, LLC

Beverly Hills, CA

CRD 2400210

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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
TX RA APPROVED 2021-10-21
CA RA APPROVED 2020-11-20
  • TX RA
    APPROVED
    Since 2021-10-21
  • CA RA
    APPROVED
    Since 2020-11-20

Branch Locations

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated (7691) Beverly Hills CA 12/2011 11/2020
Bank Of America, N.A. Century City CA 02/2012 11/2020
Aire Advisors, Llc Beverly Hills CA 11/2020 Present
  • 12/2011 → 11/2020
    Merrill Lynch, Pierce, Fenner & Smith Incorporated (7691)
    Beverly Hills, CA
  • 02/2012 → 11/2020
    Bank Of America, N.A.
    Century City, CA
  • 11/2020 → Present
    Beverly Hills, CA
Previous Registrations
  • 2011-12-16 → 2020-11-23
    Los Angeles, CA
    Beverly Hills, CA
  • 2008-12-19 → 2011-12-16
    Stockcross Financial Services, Inc.
    Beverly Hills, CA
    Beverly Hills, CA
  • 2003-09-23 → 2006-12-04
    Td Ameritrade, Inc.
    Beverly Hills, CA
    Beverly Hills, CA
Other Businesses

I*121197 For profit or not for profit: For-Profit Organization Name of outside business organization: 2510 Bronson Ave LLC Investment related: Y Address of business: Los Angeles, California 90016 Nature of business: LLC, Position, title, association: Limited Partner, Start date of relationship: 2/8/2019 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: My husband Shahriar Nassirzadeh and I are in the process of purchasing a duplex on 2510 Bronson Avenue in Los Angeles for a flip real-estate transaction. We are creating an LLC for the purchase of the property and we will be the sole partners.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-02-04
S63 Uniform Securities Agent State Law Examination 1994-08-30
  • S65 Uniform Investment Adviser Law Examination
    2002-02-04
  • S63 Uniform Securities Agent State Law Examination
    1994-08-30
Designations
  • Certified Financial Planner
Other Names
  • Sharon Nassir
  • Sharon Nassirzadeh

View on SEC IAPD

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