Sadaf Rashidinezami

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 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

• 09/2021 → 04/2025
  Ameriprise Financial Services, Llc
  Palo Alto, CA
• 08/2020 → 09/2021
  Golden 1
  Sacramento, CA
• 06/2018 → 08/2020
  Hertz
  Brentwood, CA
• 10/2016 → 06/2018
  1St United Credit Union
  Hayward, CA
• 03/2016 → 10/2016
  Bank Of America
  San Jose, CA
• 04/2025 → Present
  Lpl Financial
  San Jose, CA
• 07/2025 → Present
  Meriwest Wealth Advisors
  San Jose, CA
• 07/2025 → Present
  Cetera Investment Services Llc
  St Cloud, MN
• 07/2025 → Present
  Cetera Investment Advisers Llc
  San Jose, CA

Previous Registrations

• 2025-04-14 → 2025-07-30
  Lpl Financial Llc
  San Jose, CA
• 2024-07-02 → 2025-04-04
  Ameriprise Financial Services, Llc
  Palo Alto, CA

Other Businesses

SEASHELL INC, DBA BUDGET BLINDS, RETAIL WINDOW COVERING, CO-FOUNDER AND ADMIN SUPPORT

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-08-01
• S65 Uniform Investment Adviser Law Examination
  2024-06-29

Other Names

• Sadaf Rashidi Nezami
• Sandy Rashidi Nezami