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Inactive

Mazyar Mark Naftchi

Vestwell Advisors LLC

New York, NY

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Current Employers
Vestwell Advisors Llc

360 Madison Avenue 15Th Floor, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-01-27
  • NY RA
    APPROVED
    Since 2025-01-27

Branch Locations

360 Madison Avenue 15Th Floor, New York, NY 10017 • 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
Usi Consulting Group, Inc. Glastonbury CT 04/2019 02/2021
Chernoff Diamond & Co. Llc Uniondale NY 11/2017 03/2019
Usi Advisors, Inc. Glastonbury CT 05/2020 02/2021
Rpg Consultants Valley Stream NY 03/2015 11/2017
Vestwell Advisors Llc New York NY 02/2021 Present
  • 04/2019 → 02/2021
    Usi Consulting Group, Inc.
    Glastonbury, CT
  • 11/2017 → 03/2019
    Chernoff Diamond & Co. Llc
    Uniondale, NY
  • 05/2020 → 02/2021
    Usi Advisors, Inc.
    Glastonbury, CT
  • 03/2015 → 11/2017
    Rpg Consultants
    Valley Stream, NY
  • 02/2021 → Present
    Vestwell Advisors Llc
    New York, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-06-01
  • S65 Uniform Investment Adviser Law Examination
    2018-06-01

View on SEC IAPD

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