Unclaimed Profile

Brian Paul Amidei

FORTEM FINANCIAL GROUP, LLC·PALM DESERT, California

SIE, Series 6, Series 7, Series 31, Series 63, Series 6527 years registeredFORTEM FINANCIAL GROUP, LLC

44801 VILLAGE COURT #201, PALM DESERT, CA 92260CRD# 2965820Firm CRD# 291662

Profile Verification

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

Identity

Brian Paul Amidei · PALM DESERT, CA

Registration

CRD #2965820 · FORTEM FINANCIAL GROUP, LLC · 27 years registered

Brand Profile

Not yet started

Career History

FORTEM FINANCIAL GROUP, LLC

Feb 2018 – present

FORTEM FINANCIAL, LLC

Jul 2016 – Feb 2018

PALM DESERT, CA

HIGHTOWER ADVISORS, LLC

Apr 2011 – Jul 2016

PALM DESERT, CA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Sep 1998 – May 2011

INDIAN WELLS, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 31

Series 63

Series 65

Registration record

First registered · September 21, 1998

Years registered · 27

Disclosure History

2009Customer Dispute·Withdrawn

2008Customer Dispute·Denied

2004Customer Dispute·Settled

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

FORTEM FINANCIAL GROUP, LLC

CRD 291662 · SEC 801-112300

AUM

$438M

Regulatory assets under management

Employees

892 client accounts

Services offered by FORTEM FINANCIAL GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FORTEM FINANCIAL GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Brian Paul Amidei offer?

Brian Paul Amidei specializes in Financial Planning, Investment Management. Contact their office in PALM DESERT, California for a consultation.

What are Brian Paul Amidei's credentials?

Brian Paul Amidei is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian Paul Amidei located?

Brian Paul Amidei is based in PALM DESERT, California, working with FORTEM FINANCIAL GROUP, LLC. Their office serves clients in the PALM DESERT metropolitan area and surrounding communities.

How does Brian Paul Amidei charge for services?

Brian Paul Amidei's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, other: rev. sharing w/ frs and on eligible credit & cash mgmt solutions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FORTEM FINANCIAL GROUP, LLC?

FORTEM FINANCIAL GROUP, LLC has approximately 8 employees and manages $438M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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