Pardis Nikzad

Employer firm

Mariner CRD 140195

$125B regulatory AUM 216 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2019 → 12/2019
  J.P. Morgan Securities Llc
  Emeryville, CA
• 04/2019 → 12/2019
  Jp Morgan Chase Bank N.A.
  Emeryville, CA
• 11/2017 → 04/2019
  Bank Of America
  Emeryville, CA
• 04/2017 → 11/2018
  Bongo Burger
  Berkeley, CA
• 04/2017 → 10/2017
  Chipotle Mexican Grill
  Oakland, CA
• 09/2015 → 04/2017
  Rabbani Educational Complex
  Tehran
• 06/2015 → 02/2017
  Shokouh English Institute
  Tehran
• 01/2020 → 09/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Walnut Creek, CA
• 09/2012 → 09/2016
  Islamic Azad University Central Tehran Branch
  Tehran
• 03/2020 → 09/2022
  Bank Of America, N.A.
  Walnut Creek, CA
• 09/2022 → 08/2024
  Ernst & Young
  San Francisco, CA
• 09/2024 → 02/2025
  Lion Street Financial
  Austin, TX
• 02/2025 → Present
  Mariner Wealth Advisors
  Overland Park, KS

Previous Registrations

• 2020-11-11 → 2022-09-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Walnut Creek, CA
  Oakland, CA
  Walnut Creek, CA

Exams

• S66 Uniform Combined State Law Examination
  2020-11-07
• S63 Uniform Securities Agent State Law Examination
  2019-06-27