James Charles Naify
Investment adviser representative at Aire Advisors, LLC
9 yearsExperience
1 stateRegistered in
$1BFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
9 years in the industry.
- Aire Advisors, LLCFeb 2022 to now
- Bank of America, N.A.Sep 2012 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2012 to Jun 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (CA).
Aire Advisors, LLC
$1BAssets managed
369Clients
12Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2316318
- Firm CRD
- 307450