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James Charles Naify

Aire Advisors, LLC

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About James Charles Naify

James Charles Naify is an investment advisor representative at Aire Advisors, LLC. James has been in the industry since 2001. James has been registered with the state of California since 2022 and has held a series 66 license since 2001. James has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and UBS Financial Services Inc. James has expertise in financial planning, pension consulting, and selection of other advisors.

Firm Information

James Naify is currently registered with Aire Advisors, LLC. Aire Advisors, LLC is an investment advisor based in Beverly Hills, CA. The firm manages approximately $827.45 million in assets for 931 clients, including high-net-worth individuals and other individuals. Aire Advisors specializes in financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses. They can be found on LinkedIn, Facebook, YouTube, and Instagram.
Aire Advisors, LLC

9350 WILSHIRE BLVD

BEVERLY HILLS, CA 90212

$827.45M

Assets Under Management

Not reported

Total Clients

7

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial 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.

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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James Naify’s Registration & Firm History

CA

02/14/2022 - Present

Aire Advisors, LLC (BEVERLY HILLS CA)

CA

09/07/2012 - 07/28/2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BEVERLY HILLS CA)

CA

04/20/2001 - 09/17/2012

UBS FINANCIAL SERVICES INC. (BEVERLY HILLS CA)

NA

06/30/1993 - 10/22/1996

GULF PACIFIC SECURITIES, INC.

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Licenses & Designations

BOTH

Issued 04/26/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/16/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/19/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for James Charles Naify. Review regulatory record here.
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