Amir Navab has been Wealth Manager of Great Gable Advisors since April 2018, is a control person of the firm and directly owns between 50% and 75% of it. Amir Navab holds a BA in Economics and International Relations from Claremont McKenna College.
Great Gable Advisors, LLC is a Beverly Hills, CA firm with $221M under management, 301 clients and 3 advisers across 2 offices, as of its March 2026 filing.
Amir Navab is Managing Partner and Wealth Advisor of Great Gable Advisors, LLC. He is responsible for the firm's Wealth Advisory initiative and works with families to develop solutions for their wealth. He has served the needs of families for over 25 years, previously at Smith Barney, UBS and Morgan Stanley and most recently as a Principal of the PNF Group at RBC Wealth Management.
Amir Navab’s longest registration was 11 years at UBS Financial Services Inc. (1997–2009). Before joining Great Gable Advisors in 2018, Amir Navab was registered through RBC Capital Markets, LLC and Morgan Stanley.
- – present · 8 yearsBeverly Hills, CA · Adviser representative · Firm CRD 297501
- RBC Capital Markets, LLC– · under a yearBeverly Hills, CA · Adviser representative · Firm CRD 31194
- Morgan Stanley– · 8 yearsBeverly Hills, CA · Adviser representative · Firm CRD 149777
- Morgan Stanley & Co. Incorporated– · under a yearBeverly Hills, CA · Adviser representative · Firm CRD 8209
- UBS Financial Services Inc.– · 11 yearsBeverly Hills, CA · Adviser representative · Firm CRD 8174
Investment adviser representative registrations
Amir Navab is registered as an investment adviser representative in California, since August 2018.
- CaliforniaSince 10 August 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 25 January 1995 |
| Series 63 | Uniform Securities Agent State Law Examination | 28 March 1994 |
| Series 7 | General Securities Representative Examination | 23 March 1994 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 2437020
- Firm
- Great Gable Advisors · CRD 297501
- Role
- Wealth Manager
- Office
- 315 S. BEVERLY DR SUITE 406, Beverly Hills, CA 90212
- Registration
- Investment adviser registration
- In the industry since
- August 1994
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- greatgable.com
Where does Amir Navab work?
Amir Navab has been Wealth Manager of Great Gable Advisors, LLC since April 2018, and is a control person of the firm.
Is Amir Navab a financial advisor?
Yes. Amir Navab has a current investment-adviser registration in California, through Great Gable Advisors since August 2018.
How many years of experience does Amir Navab have?
Amir Navab has 32 years in the financial industry, since August 1994, across 5 adviser firms.
What exams has Amir Navab passed?
Amir Navab has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in March 1994. FINRA credited Amir Navab with the SIE, which began in October 2018.
Where did Amir Navab work before Great Gable Advisors?
Before Great Gable Advisors, Amir Navab was registered through RBC Capital Markets, LLC, August 2017 to March 2018; Morgan Stanley, June 2009 to August 2017; Morgan Stanley & Co. Incorporated, March 2009 to June 2009; UBS Financial Services Inc., July 1997 to April 2009.
Where is Amir Navab based?
Amir Navab’s registered office is in Beverly Hills, CA.
Is Amir Navab registered with FINRA?
No. Amir Navab has no current broker registration.
How can I verify Amir Navab’s record?
Search CRD 2437020 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Amir Navab’s full registration record.
