Unclaimed Profile

Alireza Nmn Zamani

STEELPEAK WEALTH, LLC·WOODLAND HILLS, California

SIE, Series 7, Series 66Clean record20 years registeredSTEELPEAK WEALTH, LLC

21650 OXNARD STREET, WOODLAND HILLS, CA 91367CRD# 4807530Firm CRD# 165168

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Alireza Nmn Zamani · WOODLAND HILLS, CA

Registration

CRD #4807530 · STEELPEAK WEALTH, LLC · 20 years registered

Brand Profile

Not yet started

Career History

STEELPEAK WEALTH, LLC

Oct 2012 – present

MORGAN STANLEY

Jun 2009 – Oct 2012

WOODLAND HILLS, CA

CITIGROUP GLOBAL MARKETS INC.

Feb 2008 – Jun 2009

WOODLAND HILLS, CA

UBS FINANCIAL SERVICES INC.

Sep 2005 – Feb 2008

CENTURY CITY, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · September 22, 2005

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STEELPEAK WEALTH, LLC

CRD 165168 · SEC 801-77132

AUM

$2.5B

Regulatory assets under management

Employees

7,094 client accounts

Services offered by STEELPEAK WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at STEELPEAK WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does Alireza Nmn Zamani offer?

Alireza Nmn Zamani specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WOODLAND HILLS, California for a consultation.

What are Alireza Nmn Zamani's credentials?

Alireza Nmn Zamani is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Alireza Nmn Zamani located?

Alireza Nmn Zamani is based in WOODLAND HILLS, California, working with STEELPEAK WEALTH, LLC. Their office serves clients in the WOODLAND HILLS metropolitan area and surrounding communities.

How does Alireza Nmn Zamani charge for services?

Alireza Nmn Zamani's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STEELPEAK WEALTH, LLC?

STEELPEAK WEALTH, LLC has approximately 46 employees and manages $2.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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