AT
AT

Arya Tabibnia

8 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
108 advisors
Number of Clients
1,638 clients
Average Client Portfolio
$972K average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$50K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M0.01%
$1M+0.01%

Fees are negotiable in certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$500
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Location

400 N Roxbury Drive, 2nd Floor, Beverly Hills, CA, 90210

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Arya is a sole proprietor/owner of Arya Tutoring & Financial Education, spending minimal time after business hours on administrative, customer service, labor/service, and sales/marketing tasks. Arya also works as an arbitrator for FINRA, dedicating minimal time after business hours.

Employment History
Current Registrations
City National Securities, INC.Broker
April 2025 - Present · 10 mos
City National Securities, INC.
April 2025 - Present · 10 mos
Previous Registrations
Morgan Stanley
July 2023 - January 2025 · 1 yr 6 mos
Morgan StanleyBroker
July 2023 - January 2025 · 1 yr 6 mos
First Republic Investment Management, INC.
November 2021 - June 2023 · 1 yr 7 mos
First Republic Securities Company, LLCBroker
November 2021 - June 2023 · 1 yr 7 mos
Morgan Stanley
October 2018 - November 2021 · 3 yrs 1 mo
Morgan StanleyBroker
October 2018 - November 2021 · 3 yrs 1 mo
Wedbush Securities INC.
July 2018 - September 2018 · 2 mos
Wedbush Securities INC.Broker
August 2017 - September 2018 · 1 yr 1 mo
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.