Unclaimed Profile

Cyrus Mcdonald Amini

CHARLESWORTH & RUGG, INC.·SHERMAN OAKS, California

Series 7, Series 63, Series 65Clean record12 years registeredCHARLESWORTH & RUGG, INC.

15260 VENTURA BLVD., SUITE 855, SHERMAN OAKS, CA 91403CRD# 5216207Firm CRD# 284712

Profile Verification

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

Identity

Cyrus Mcdonald Amini · SHERMAN OAKS, CA

Registration

CRD #5216207 · CHARLESWORTH & RUGG, INC. · 12 years registered

Brand Profile

Not yet started

Career History

HYPHEN WEALTH MANAGEMENT

Sep 2025 – present

HELIUM ADVISORS LLC

Jun 2023 – Aug 2025

EVERETT, WA

HIGHLINE WEALTH PARTNERS

Sep 2016 – Jul 2022

SHERMAN OAKS, CA

CHARLESWORTH & RUGG INC

Feb 2014 – Sep 2016

WOODLAND HILLS, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · February 4, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HIGHLINE WEALTH PARTNERS, LLC

CRD 284712 · SEC 801-108350

AUM

$494M

Regulatory assets under management

Employees

726 client accounts

Services offered by HIGHLINE WEALTH PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

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

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at HIGHLINE WEALTH PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Cyrus Mcdonald Amini offer?

Cyrus Mcdonald Amini specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SHERMAN OAKS, California for a consultation.

What are Cyrus Mcdonald Amini's credentials?

Cyrus Mcdonald Amini is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Cyrus Mcdonald Amini located?

Cyrus Mcdonald Amini is based in SHERMAN OAKS, California, working with CHARLESWORTH & RUGG, INC.. Their office serves clients in the SHERMAN OAKS metropolitan area and surrounding communities.

How does Cyrus Mcdonald Amini charge for services?

Cyrus Mcdonald Amini's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CHARLESWORTH & RUGG, INC.?

CHARLESWORTH & RUGG, INC. has approximately 13 employees and manages $494M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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