Mazyar
Naftchi
Vestwell Advisors LLC
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About this Advisor
Mazyar Naftchi is a financial advisor operating out of New York, New York who has 1 year of relevant experience. Naftchi is on the advisory team at Vestwell Advisors LLC. The advisor has gained experience at Usi Consulting Group, Inc, Chernoff Diamond & Co. LLC, Usi Advisors, Inc, Rpg Consultants, Pgee'S Custom Upholstery, Canvas And Cushions and Vestwell Advisors LLC. Naftchi holds a Series 65 license, qualifying them as an investment advisor representative, and is approved to serve investors in New York. Vestwell Advisors LLC is an advisory firm based out of New York, NY. It oversees $179 million in total assets between its 21,812 client accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Vestwell Advisors LLC has a few services, such as portfolio management for institutional clients and other services. Fees charged by financial advisors typically are based on which services the firm provides the client. Fee types charged by Vestwell Advisors LLC can consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Vestwell Advisors LLC Brokerage Details
$179,000,000
300
21,812
$8,206
Investment Advisory Services
- Portfolio management for businesses or institutional clients
- Other
Mazyar Naftchi Work History
Mazyar has been registered as a financial advisor for 1 years.*
Vestwell Advisors LLC
Usi Advisors, Inc
Usi Consulting Group, Inc
Chernoff Diamond & Co. LLC
Rpg Consultants
Pgee'S Custom Upholstery, Canvas And Cushions
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Mazyar Naftchi 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 Vestwell Advisors LLC
New York, NY
Milford, NH
San Diego, CA
New York, NY
New York, NY
Wallingford, CT
New York, NY
New York, NY
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