Alireza Nmn Zamani

Employer firm

Steelpeak Wealth, LLC CRD 165168

$4.15B regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 09/2012 → Present
  Steel Peak Wealth Management, Llc
  Woodland Hills, CA
• 10/2012 → 11/2018
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2009-06-01 → 2012-10-25
  Morgan Stanley
  Woodland Hills, CA
• 2008-02-19 → 2009-06-01
  Citigroup Global Markets Inc.
  Woodland Hills, CA
• 2005-09-22 → 2008-02-27
  Ubs Financial Services Inc.
  Los Angeles, CA
  Los Angeles, CA

Other Businesses

1) STEEL PEAK ESTATE & INSURANCE, 21650 OXNARD ST, SUITE 2300, WOODLAND HILLS, CA 91367. NOT INVESTMENT RELATED, FIXED INSURANCE AGENT, START DATE: 1/2014. 2HRS/MONTH, 1 HR/MONTH DURING TRADING. 2) C&H CAPITAL LLC; INVESTMENT RELATED; 21650 OXNARD STREET #2300, WOODLAND HILLS, CA; REAL ESTATE RENTAL; DUTIES WITH C&H: MANAGING MEMBER; 1 HOUR A MONTH, O HOURS A MONTH DURING TRADING 3) ZAMANI ENTERPRISES, LLC (INCLUDES SUBSIDIARY ELKWOOD REAL ESTATE, LLC); INVESTMENT RELATED; 21650 OXNARD STREET #2300, WOODLAND HILLS, CA; REAL ESTATE RENTAL; DUTIES WITH ZAMANI: MANAGING MEMBER; 1 HOUR A MONTH; 0 HOURS A MONTH DURING TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2005-09-21

Other Names

• Alireza Zamani
• Ali Zamani
• Ali Zamani
• Alireza Zamani