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RIA / WealthAdvisorCertified Financial Planner21 years in industry

AMIRREZA KAYYAL

Advisor at FUSION FINANCIAL

LAGUNA HILLS, CA

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Search this name across graphsid dfx:ria:417a7719-2354-e462-97db-46806d62d51e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:44 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jan 5, 2006 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FUSION FINANCIAL
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 24, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Feb 24, 2005
First registration: Jan 5, 2006
Dual registered: no
Other names: AMIR KAYYAL
IAPD individual key: 4914434

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
FUSION FINANCIAL	State registered	Jan 18, 2017	n/a	yes	LAGUNA HILLS, CA	Current employment
FUSION FINANCIAL	State registered	Jan 3, 2013	Dec 31, 2016	no	IRVINE, CA	Previous registration
QUEST CAPITAL STRATEGIES, INC.	Former SEC adviser	Jul 19, 2011	Oct 17, 2012	no	IRVINE, CA\|LAGUNA HILLS, CA\|LAGUNA HILLS, CA	Previous registration
NEWPORT COAST ASSET MANAGEMENT	Former SEC adviser	Nov 17, 2009	Jul 12, 2011	no	NEW YORK, NY	Previous registration
MSI FINANCIAL SERVICES, INC.	Former SEC adviser	Jan 5, 2006	Jan 8, 2009	no	CITY OF INDUSTRY, CA\|BUENA PARK, CA\|ORANGE, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
QUEST CAPITAL STRATEGIES, INC.	FUSION FINANCIAL	Oct 17, 2012	Jan 3, 2013	78	Firm change	Other
NEWPORT COAST ASSET MANAGEMENT	QUEST CAPITAL STRATEGIES, INC.	Jul 12, 2011	Jul 19, 2011	7	Firm change	Other
MSI FINANCIAL SERVICES, INC.	NEWPORT COAST ASSET MANAGEMENT	Jan 8, 2009	Nov 17, 2009	313	Firm change	Other

Relationships

Registered with (4)

→ FUSION FINANCIALRegistered adviserregistration: previous registration
Jan 3, 2013 to Dec 31, 2016factForm ADV
→ QUEST CAPITAL STRATEGIES, INC.Registered adviserregistration: previous registration
Jul 19, 2011 to Oct 17, 2012factForm ADV
→ NEWPORT COAST ASSET MANAGEMENTRegistered adviserregistration: previous registration
Nov 17, 2009 to Jul 12, 2011factForm ADV
→ MSI FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Jan 5, 2006 to Jan 8, 2009factForm ADV

Dated events

No dated event names this entity yet.