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Ethan Namvar

Centricity Financial LLC

Newport Beach, CA

CRD 5082661

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Employer firm

Centricity Financial LLC CRD 145561

$9.10M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

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

Current Employers
Centricity Financial Llc

5000 Birch Street Suite 3000, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

5000 Birch Street Suite 3000, Newport Beach, CA 92660 • 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
University Of California Berkeley Berkeley CA 01/2011 Present
Centricity Financial, Llc Newport Beach CA 10/2007 Present
  • 01/2011 → Present
    University Of California Berkeley
    Berkeley, CA
  • 10/2007 → Present
    Newport Beach, CA
Previous Registrations
  • 2013-04-10 → 2015-12-31
    Newport Beach, CA
  • 2011-03-07 → 2011-12-14
    Belvedere Asset Management, Llc
    San Rafael, CA
  • 2009-02-05 → 2011-04-18
    Newport Beach, CA
  • 2009-01-30 → 2011-04-15
    Hedgemon Llc
    Newport Beach, CA
  • 2006-05-17 → 2008-12-31
    Hedgemon Llc
    Newport Beach, CA
  • 2008-02-06 → 2008-12-31
    Newport Beach, CA
Other Businesses

Mr. Namvar is a Lecturer at the University of California, Berkeley, Haas School of Business, during one quarter per year. During that quarter, Mr. Namvar commits approximately 6 hours per week to teaching.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-12-02
  • S65 Uniform Investment Adviser Law Examination
    2005-12-02
Other Names
  • Ethan Namvar
  • Arash Ethan Namvar

View on SEC IAPD

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