Kamyar
Kashfi

Siebert Advisornxt, LLC

CRD#2697261
Investment Advisor
in Beverly Hills, CA

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About this Advisor

Kamyar Kashfi is a financial advisor based in Beverly Hills, California, working with Siebert Advisornxt, LLC. Kamyar has previously held a position at Stockcross Financial Services, Inc. Kamyar has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Texas, Virginia, and Washington. Currently, Kamyar is part of Siebert Advisornxt, LLC, which operates out of Beverly Hills, California. The firm has 8 offices and 31 employees. The firm manages assets totaling $212.6 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, as well as other services. The fee structure at Siebert Advisornxt, LLC includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets

Office Location

9464 Wilshire Blvd
Beverly Hills, CA 90212

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Siebert Advisornxt, LLC Brokerage Details

Total Assets Under Management

$212,638,789

CA Average: $7,464,549,021
Total Number of Employees

31

CA Average: 88
Total Number of Accounts

544

CA Average: 3,892
Average Account Size

$390,880

CA Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Other

Kamyar Kashfi Work History

2005 - Present (19 years)

Stockcross Financial Services, Inc

Disclosures

Please visit the SEC profile of Kamyar Kashfi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Siebert Advisornxt, LLC

Dean Bantis
Jersey City, NJ
Marvin Rivas
New York, NY
Bradley Poock
Calabasas, CA
John Mcguinness
New York, NY
Colin Mcdonald
Beverly Hills, CA
Matthew Johnston
New York, NY
Jacqueline Yapp
Beverly Hills, CA
Mario Didomenico
Jersey City, NJ

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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