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Glen Ridge, NJ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-03-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eslami & Co. Wealth Management, Llc | New York | NY | 02/2025 | Present |
| Warmer | New York | NY | 04/2024 | Present |
| N/A | New York | NY | 08/2022 | Present |
| Backtestgo | New York | NY | 06/2021 | 06/2023 |
| Zapmerge | New York | NY | 10/2020 | 08/2022 |
| Betterment | New York | NY | 10/2019 | 10/2020 |
| Betterment | New York | NY | 04/2017 | 10/2019 |
| Betterment | New York | NY | 03/2016 | 04/2017 |
Name - Warmer Investment related - No Address - 33 Irving Place, 3rd Floor, New York, NY 10003 Nature of business - Develops AI-powered software to streamline financial advisor workflows. Position/title/relationship - Founding Engineer Start date - 04/2024 Number of hours/month - 130 Number of hours/month during securities trading hours - 40 Duties - Software Engineering Name - Cyrus Eslami Nature of business/duties/position/title/relationship - Independent development of automated and semi-automated mid-frequency trading strategies in US futures markets. Investment related - Yes Address - 643 East 11th Street, Apt 5A, New York, NY 10009 Start date - 08/2022 Number of hours/month - 60 Number of hours/month during securities trading hours - 22
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-29 |
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