Adviser and broker representative · 3edge Asset Management, LP
Alireza Kandi
CRD 6230804 · Naples, FL
At a glance
Alireza Kandi is an investment adviser representative with 3edge Asset Management, LP in Naples, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Alireza’s SEC record dates to 2015, about 11 years ago. Alireza is also registered as a broker representative. Designations on file: Chartered Financial Analyst.
Current advisory firm
- 3edge Asset Management, LPSince June 2023Naples, FL · $2.0B in regulatory assets
SEC adviser record
- Registered since
- 2015 (11 years)
- Designations
- Chartered Financial Analyst
- Exams
- Series 63, Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Alireza’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 4 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.