Behzad Cesar Ravan

Employer firm

Rc Private Wealth, LLC CRD 329301

$1.17M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 12/2023 → Present
  Rc Private Wealth Llc
  Miami, FL
• 12/2015 → Present
  Rc Cpas
  Miami, FL

Other Businesses

1) Alliott Global Alliance; Address: Manfield House / Southampton Road, London WC2R OLR; Non-profit, non-investment related; Position Held: Member; June 2024 to present; Duties include twice per month meetings re business development, attending worldwide conferences and receiving/referring non-wealth planning clients to other members. Hours Devoted Per Month: 3 2) Entrepreneur Organization South Florida Chapter; Address: 7580 NW 5th Street, Plantation, FL 33318; Non-investment related: Position Held: Member & Financial Treasurer; July 2024 to present: Duties include approving and paying bills for the chapter and reviewing financial statements with the board members. Hours Devoted Per Month: 2

Designations

• Certified Financial Planner

Other Names

• Cesar Ravan