Esfandiar Zartoshty

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 05/2017 → 08/2023
  Mass Mutual Pacific
  San Jose, CA
• 10/2023 → Present
  Lpl Financial
  Foster City, CA
• 01/2009 → 04/2017
  Vector Insurance
  San Carlos, CA

Other Businesses

1- 11/2025 / Zartoshty Insurance / Insurance Agency / Investment Related / 20 hrs mth / 3 hrs during trading / Foster CA / Start date: 01/01/2023 2- 11/11/2025 / Pacific Wealth Management Group / DBA for LPL Business (entity for LPL business) / Investment Related / 30 hrs mth / 1 hrs during trading / At reported business location(s) 3- 06/25/2026 - Pacific Wealth Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 06/17/2026 - 160 hours per month/ 80 hours during trading 4- 06/30/2026 - Pacific Wealth Group - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 06/17/2026 - 20 hours per month/ 20 hours during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-06-09
• S63 Uniform Securities Agent State Law Examination
  2026-05-06

Other Names

• Essy Zartoshty
• Esfandiar J Zartashty
• Esfandiar Jamshid Zartoshty