Alireza Kandi
Investment adviser representative at 3edge Asset Management, LP
13 yearsExperience
2 statesRegistered in
CFADesignation
$2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Vigilant DistributorsOct 2024 to now
- 3edge Asset Management, LPMay 2023 to now
- Charles Schwab & Co., Inc.Jun 2021 to May 2023
- Charles Schwab Bank, SsbJun 2021 to May 2023
- Cetera Investment Advisers LLCFeb 2020 to May 2021
- Cetera Investment Services LLCFeb 2020 to May 2021
- Regions BankFeb 2020 to May 2021
- Charles Schwab BankMay 2015 to Nov 2019
- Charles Schwab & Co., IncJul 2013 to Nov 2019
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
3edge Asset Management, LP
$2BAssets managed
1,528Clients
15Advisers
10 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
- 6230804
- Firm CRD
- 282059