Nick Vaziri Nejad

Employer firm

Beverly Hills Private Wealth, LLC CRD 321132

$912M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 04/2017 → 07/2023
  Kcs Wealth Advisory
  Los Angeles, CA
• 10/2014 → 04/2017
  Hotchkis & Wiley Capital Management
  Los Angeles, CA
• 07/2023 → Present
  Beverly Hills Private Wealth, Llc
  Beverly Hills, CA

Previous Registrations

• 2017-05-01 → 2023-07-24
  Kcs Wealth Advisory
  Los Angeles, CA

Designations

• Chartered Financial Analyst