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Kameron Michael Rezai

FUTUREADVISOR, INC.·SAN FRANCISCO, California
FUTUREADVISOR, INC.
400 HOWARD STREET, SAN FRANCISCO, CA 94105CRD# 2908800Firm CRD# 154604

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kameron Michael Rezai · SAN FRANCISCO, CA
Registration
CRD #2908800 · FUTUREADVISOR, INC.
Brand Profile
Not yet started
Disclosure history
4 disclosures on file · See FINRA BrokerCheck for full record
01

About

Kameron Michael Rezai is a registered financial advisor based in SAN FRANCISCO, California, affiliated with FUTUREADVISOR, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
FUTUREADVISOR, INC.
FUTUREADVISOR, INC.
AUM
$649M
Regulatory assets under management
Employees
20
Total firm employees
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2908800
Firm CRD# 154604
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kameron Michael Rezai offer?
Kameron Michael Rezai specializes in Investment Management, Fee-Only Advisory. Contact their office in SAN FRANCISCO, California for a consultation.
What are Kameron Michael Rezai's credentials?
Kameron Michael Rezai is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kameron Michael Rezai located?
Kameron Michael Rezai is based in SAN FRANCISCO, California, working with FUTUREADVISOR, INC.. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Kameron Michael Rezai charge for services?
Kameron Michael Rezai'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 FUTUREADVISOR, INC.?
FUTUREADVISOR, INC. has approximately 20 employees and manages $649M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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