Iram Mina Amir

Employer firm

Sagevest Wealth Management CRD 143562

$423M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 10/2022 → Present
  Sagevest Wealth Management
  Mclean, VA
• 06/2021 → 08/2021
  Global Advisor Group
  Reston, VA
• 01/2021 → 05/2021
  Pavlov Financial Planning
  Arlington, VA
• 08/2018 → 05/2022
  Virginia Tech
  Blacksburg, VA
• 01/2020 → 04/2020
  Sleep Clinics Of America
  Richmond, VA
• 12/2018 → 01/2019
  Sleep Clinics Of America
  Richmond, VA
• 08/2014 → 06/2018
  The Steward School
  Richmond, VA
• 06/2022 → 09/2022
  Unemployed
  Falls Church, VA

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-10-21

Designations

• Certified Financial Planner