Unclaimed Profile

Morris M. Amiri

DASH ACQUISITIONS INC.·BEVERLY HILLS, California

Series 7, Series 63, Series 66Clean record18 years registeredDASH ACQUISITIONS INC.

9701 WILSHIRE BOULEVARD, BEVERLY HILLS, CA 90212-2424CRD# 4266581Firm CRD# 135281

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Morris M. Amiri · BEVERLY HILLS, CA

Registration

CRD #4266581 · DASH ACQUISITIONS INC. · 18 years registered

Brand Profile

Not yet started

Career History

SOWELL MANAGEMENT

Dec 2018 – present

DASH INVESTMENTS

Feb 2010 – Apr 2019

BEVERLY HILLS, CA

RBC CAPITAL MARKETS CORPORATION

Oct 2007 – Mar 2009

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 66

Registration record

First registered · October 26, 2007

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DASH ACQUISITIONS INC.

CRD 135281 · SEC 801-113360

AUM

$554M

Regulatory assets under management

Employees

1,149 client accounts

Services offered by DASH ACQUISITIONS INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at DASH ACQUISITIONS INC. →

Introduction

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Frequently Asked Questions

What services does Morris M. Amiri offer?

Morris M. Amiri specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in BEVERLY HILLS, California for a consultation.

What are Morris M. Amiri's credentials?

Morris M. Amiri is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Morris M. Amiri located?

Morris M. Amiri is based in BEVERLY HILLS, California, working with DASH ACQUISITIONS INC.. Their office serves clients in the BEVERLY HILLS metropolitan area and surrounding communities.

How does Morris M. Amiri charge for services?

Morris M. Amiri's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DASH ACQUISITIONS INC.?

DASH ACQUISITIONS INC. has approximately 9 employees and manages $554M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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