Mahsa Pour Lotfi

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

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

• 07/2014 → 02/2023
  Wells Fargo Bank Na
  Woodland Hills, CA
• 05/2018 → 05/2018
  Wells Fargo Clearing Services Llc
  Woodland Hills, CA
• 09/2023 → Present
  Equitable Advisors, Llc
  New York, NY
• 09/2023 → Present
  Equitable
  Los Angeles, CA
• 12/2007 → 06/2023
  Chemimed
  Fairfax, VA
• 05/2026 → Present
  Stifel Independent Advisors, Llc
  Tarzana, CA

Other Businesses

1) Bevery & Company (formerly Home Smart Evergreen), Calabasas, CA. Realtor, Acting as intermediaries between buyers and sellers, representing clients Market analysis, Property Listing, Negotiation, Contract and documentation, Client communication, Networking, Start date 4/2025, 20 hrs/mo. 2) Chemimed.com, Retail website owner, Manage online retail website sales. Responsible for overseeing the website, selecting product formulations, and coordinating basic order fulfillment, start date 11/2025, 5 hrs/mo. non-investment-related 3) GetKaizened.com, Freelancer consultant, provide occasional written educational materials when requested, 3 hrs./mo., non-investment-related 4) AdTax, Owner/Author, Electronic Amazon Book Unbalanced Equation, Start date 6/2025

Exams

• S66 Uniform Combined State Law Examination
  2024-02-27
• S63 Uniform Securities Agent State Law Examination
  2018-09-01

Other Names

• Masa Lotfi
• Mahsa Lotfi
• Mahsa Pour Lotfi
• Mahsa Pourlotfi