Stefano
Safaei

Wedbush Securities Inc

CRD#3048736
Investment Advisor
in Los Angeles, CA
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About this Advisor

Stefano Safaei is a financial advisor based out of Los Angeles, California, with 11 years of professional experience. Safaei is an advisor for Wedbush Securities Inc. They have spent their complete employment at Wedbush Securities Inc. Safaei maintains Series 63 and Series 66 licenses, which qualify them as a securities representative, and is registered to work in California, Texas and New Hampshire. Wedbush Securities Inc is an advisory business based out of Los Angeles, California. It has offices in 46 locations and a total of 800 people on staff. It manages $2 billion in assets under management across its 5,106 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. Of its 5,106 accounts, just 7% are associated with high-net-worth investors who have greater than $1 million in assets. Wedbush Securities Inc offers a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees typically are based on which services the firm provides the client. Fees charged by Wedbush Securities Inc likely consist of asset-based, hourly, fixed, commission-based and performance-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Performance-based Fees

Disclosures

Yes

Office Location

1000 Wilshire Blvd Ste 900
Los Angeles, CA 90017

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Wedbush Securities Inc Brokerage Details

Total Assets Under Management

$2,105,082,651

CA Average: $7,578,581,321
Total Number of Employees

800

CA Average: 43
Total Number of Accounts

5,778

CA Average: 3,727
Average Account Size

$364,327

CA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Stefano Safaei Work History

Stefano has 11 years of experience.

2007 - Present (12 years)

Wedbush Morgan Securities Inc

Disclosures

Stefano Safaei has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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