Best Investors Account Sign in
Inactive

Shawn Hasan Tehrani

Tehrani Wealth Management, LLC

Phoenix, AZ

CRD 1449360

Claim This Profile
Employer firm

Tehrani Wealth Management, LLC CRD 155802

$82.0M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

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

Current Employers
Tehrani Wealth Management, Llc

4742 N 24Th Street, Suite 300, Phoenix, AZ 85016 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2011-01-12
  • AZ RA
    APPROVED
    Since 2011-01-12

Branch Locations

4742 N 24Th Street, Suite 300, Phoenix, AZ 85016 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Tehrani Wealth Management, Llc Phoenix AZ 12/2010 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-11-18
S63 Uniform Securities Agent State Law Examination 1986-01-27
  • S65 Uniform Investment Adviser Law Examination
    1994-11-18
  • S63 Uniform Securities Agent State Law Examination
    1986-01-27
Other Names
  • Hasan Khalili Tehrani
  • Shawn Tehrani

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Phoenix, AZ

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor