Inactive

Sasan Faiz

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Current Employers

Morton Wealth

27200 Agoura Road Suite 200, Calabasas, CA 91301 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-08-04

CA RA
APPROVED

Since 2025-08-04

Branch Locations

27200 Agoura Road Suite 200, Calabasas, CA 91301 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Morton Capital Management	Calabasas	CA	07/2008	Present

07/2008 → Present

Morton Capital Management

Calabasas, CA

Previous Registrations

2002-12-02 → 2008-07-08

Partnervest Advisory Services Llc

Santa Barbara, CA

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2003-02-08
S65	Uniform Investment Adviser Law Examination	2002-11-30

S63 Uniform Securities Agent State Law Examination

2003-02-08
S65 Uniform Investment Adviser Law Examination

2002-11-30

Other Names

Sasan Faizsaket
Sasan Fazi

View on SEC IAPD

Other Firms

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BRIAN DENNIS, CFP®

MODERN WEALTH MANAGEMENT, LLC

FD WEALTH ADVISORS, LLC

THE WEALTH CONSULTING GROUP

PRIVATE WEALTH SOLUTIONS, LLC

ASI ADVISER LLC

Other Investors

ERIC JAY SELTER

JOSEPH ALAN SEETOO

ELIAS FRANCHESCO VERA

PATRICE G BENING

Other Offices

M83 INVESTMENT GROUP, LLC · CALABASAS, CA

MORTON WEALTH · Calabasas, CA

BRIAN DENNIS, CFP® · CALABASAS, CA

MODERN WEALTH MANAGEMENT, LLC · CALABASAS, CA

MODERN WEALTH MANAGEMENT, LLC · CLABASAS, CA

FD WEALTH ADVISORS, LLC · CALABASAS, CA

THE WEALTH CONSULTING GROUP · Agoura Hills, CA

EDWARD JONES · AGOURA HILLS, CA

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