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Mazi Malekafzali

Afzali Investments, LLC

Rolling Hills Estates, CA

CRD 5248774

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Employer firm

Afzali Investments, LLC CRD 305104

$7.79M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

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

Current Employers
Afzali Investments, Llc

609 Deep Valley Drive Suite 200, Rolling Hills Estates, CA 90274 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2019-09-12
  • CA RA
    APPROVED
    Since 2019-09-12

Branch Locations

609 Deep Valley Drive Suite 200, Rolling Hills Estates, CA 90274 • 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
OrganizationCityStateFromTo
Afzali Investments, Llc Rolling Hills Estates CA 07/2019 Present
Palos Verdes Peninsula School District Palos Verdes CA 02/2018 Present
California State University Of Long Beach Long Beach CA 01/2016 01/2018
  • 07/2019 → Present
    Afzali Investments, Llc
    Rolling Hills Estates, CA
  • 02/2018 → Present
    Palos Verdes Peninsula School District
    Palos Verdes, CA
  • 01/2016 → 01/2018
    California State University Of Long Beach
    Long Beach, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-05-14
  • S65 Uniform Investment Adviser Law Examination
    2019-05-14
Other Names
  • Maziyar Malekafzali

View on SEC IAPD

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Nearby Offices

KEYMARK FINANCIAL · ROLLING HILLS ESTATES, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ROLLING HILLS ESTATES, CA
WELLS FARGO CLEARING SERVICES, LLC · ROLLING HILLS ESTATES, CA

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