Stefano Safaei

Employer firm

Wedbush Securities Inc. CRD 877

$5.68B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2007 → Present
  Wedbush Securities
  Los Angeles, CA

Previous Registrations

• 2007-06-13 → 2007-06-25
  Brookstreet Securities Corporation
  White Plains, NY
  White Plains, NY

Other Businesses

1). AMSTEF-SAFAEI MANAGEMENT, INVESTMENT RELATED, REAL ESTATE, WHITE PLAINS, NY, PROPERTY MANAGEMENT, SHAREHOLDER, CORPORATION, START 12/2018, 4 HOURS MONTHLY, ZERO HOURS SPENT DURING TRADING HOURS, DUTIES: REAL ESTATE INVESTMENT AND MANAGEMENT 2). SKYARCH CAPITAL ADVISORS, LLC.; INVESTMENT RELATED, ARMONK, NY, TAX PLANNING SERVICE AND DBA FOR WEDBUSH SECURITIES BUSINESS, ASSIST SMALL/MID SIZE BUSINESSES AND HIGH INCOME INDIVIDUALS TO IMPLEMENT TAX STRATEGIES (DOES NOT REPLACE CPA OR ENGAGE IN TAX FILINGS), PARTNER/SHAREHOLDER, START 9/2011, 130 HOURS MONTHLY, 130 HOURS PER MONTH DURING BUSINESS HOURS; TAX PLANNING SERVICE AND DBA.

Exams

• S66 Uniform Combined State Law Examination
  2007-06-05
• S63 Uniform Securities Agent State Law Examination
  2000-04-27