Mazyar
Naftchi
Vestwell Advisors LLC
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About this Advisor
Mazyar Naftchi is a financial advisor based in New York, New York, working with Vestwell Advisors LLC. Mazyar has previously held positions 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. Mazyar has passed the Series 65 regulatory exam and is registered to provide services in New York. Currently, Mazyar is part of Vestwell Advisors LLC, which operates out of New York, New York. The firm has 386 employees and manages assets totaling $279.5 million. The services offered by the firm include portfolio management for individuals and small businesses, as well as other services. The fee structure at Vestwell Advisors LLC includes asset-based and fixed fees.
Certifications and Registrations
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Vestwell Advisors LLC Brokerage Details
$279,513,513
386
18,855
$14,824
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Other
Mazyar Naftchi Work History
Vestwell Advisors LLC
Usi Advisors, Inc
Usi Consulting Group, Inc
Chernoff Diamond & Co. LLC
Rpg Consultants
Pgee'S Custom Upholstery, Canvas And Cushions
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
New York, NY
Wallingford, CT
Milford, NH
San Diego, CA
Washington, DC
New York, NY
New York, NY
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