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Alireza Kandi

3edge Asset Management, LP

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About Alireza Kandi

Alireza Kandi is a registered Investment Advisor Representative with 3edge Asset Management, LP. Alireza has been in the industry since October 2013 and has experience with TD Ameritrade, Inc., Charles Schwab & Co., Inc., and Cetera Investment Services LLC. Alireza holds Series 7, 9, 10, 63, and 66 securities licenses. Alireza specializes in providing investment advice to individuals and businesses.

Firm Information

Alireza Kandi is currently registered with 3edge Asset Management, LP. 3edge Asset Management, LP is an investment advisor registered with the SEC and based in Naples, Florida. The firm primarily provides financial planning, portfolio management for individuals and businesses, and investment models to unaffiliated advisors. 3edge manages approximately $1.33 billion in assets for 2,216 client accounts, including high-net-worth individuals, corporations, charitable organizations, pension plans, and individuals other than high-net-worth.
3edge Asset Management, LP

999 VANDERBILT BEACH ROAD

NAPLES, FL 34108

$1.33B

Assets Under Management

12

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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provide investment models to unaffiliated advisors

Provide investment models to unaffiliated advisors

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alireza Kandi’s Registration & Firm History

FL

06/30/2023 - Present

3edge Asset Management, LP (NAPLES FL)

FL

08/22/2022 - 05/24/2023

TD AMERITRADE, INC. (Naples FL)

FL

07/28/2021 - 05/24/2023

CHARLES SCHWAB & CO., INC. (Naples FL)

FL

02/11/2020 - 05/25/2021

CETERA INVESTMENT SERVICES LLC (NAPLES FL)

FL

10/28/2013 - 11/27/2019

CHARLES SCHWAB & CO., INC. (Naples FL)

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Licenses & Designations

BOTH

Issued 09/01/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/01/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/18/2022

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 12/23/2021

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/28/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alireza Kandi.
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