Unclaimed Profile

Alex Nmn Shahidi

EVOKE WEALTH, LLC·LOS ANGELES, California

SIE, Series 7, Series 66Clean record26 years registeredEVOKE WEALTH, LLC

10635 SANTA MONICA BLVD., LOS ANGELES, CA 90025CRD# 3208699Firm CRD# 300856

Profile Verification

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

Identity

Alex Nmn Shahidi · LOS ANGELES, CA

Registration

CRD #3208699 · EVOKE WEALTH, LLC · 26 years registered

Brand Profile

Not yet started

Career History

MAI CAPITAL MANAGEMENT, LLC

Nov 2025 – present

EVOKE ADVISORS

Jul 2023 – present

INBALANCE ADVISORS, LLC

Jun 2022 – Aug 2023

LOS ANGELES, CA

ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC

Nov 2014 – Jul 2024

LOS ANGELES, CA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Oct 1999 – Nov 2014

LOS ANGELES, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · October 18, 1999

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EVOKE WEALTH, LLC

CRD 300856 · SEC 801-115290

AUM

$27.5B

Regulatory assets under management

Employees

12,195 client accounts

Services offered by EVOKE WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at EVOKE WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does Alex Nmn Shahidi offer?

Alex Nmn Shahidi specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in LOS ANGELES, California for a consultation.

What are Alex Nmn Shahidi's credentials?

Alex Nmn Shahidi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Alex Nmn Shahidi located?

Alex Nmn Shahidi is based in LOS ANGELES, California, working with EVOKE WEALTH, LLC. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.

How does Alex Nmn Shahidi charge for services?

Alex Nmn Shahidi's firm is compensated through percentage of aum, subscription fees, other: administrtive service, financial planning, and sub-advisory fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EVOKE WEALTH, LLC?

EVOKE WEALTH, LLC has approximately 92 employees and manages $27.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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