Masood Vojdani

MV CAPITAL MANAGEMENT

BETHESDA, MD 20814

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CRD#: 1590145

Professional summary

Masood Vojdani is a registered financial advisor currently at MV CAPITAL MANAGEMENT, INC. located in Bethesda, Maryland.

Masood is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Masood has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 24 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) MV CAPITAL MANAGEMENT INC., INVESTMENT RELATED, 4520 EAST WEST HIGHWAY, SUITE 400, BETHESDA MD 20814, RIA FINANCIAL ADVISOR/OWNER, 1/06, 100 HOURS/MONTH, 80 DURING TRADING HOURS, ADVISORY SERVICES AND OWNER. 2) MV FINANCIAL GROUP, INVESTMENT RELATED, 4520 EAST WEST HIGHWAY, SUITE 400, BETHESDA MD 20814, INSURANCE BROKERAGE (FIXED, LIFE, DI, HEALTH, GROUP), AGENT, 4/91, 20 HOURS/MONTH, ALL DURING TRADING HOURS, AGENT-SALES AND OWNER. ALSO WITH MV FINANCIAL, BUSINESS CONSULTING, START 12/01, 4 HOURS/MONTH, ALL DURING TRADING HOURS, CONSULTANT. STARTING 1/2007, MV FINANCIAL GROUP WILL INCLUDE EXIT PLANNING.POSITION:CONSULTANT,10 HRS./MO.,5 HRS DURING TRADING. DUTIES: PROSPECTING FOR CLIENTS, TAKING CLIENTS THROUGH THE EXIT PLANNING PROCESS, AND SERVICING EXISTING CLIENTS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Masood Vojdani's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 2, 2006 - Present

MV CAPITAL MANAGEMENT, INC.

Office #1: 4520 East West Highway Suite 400, Bethesda, MD 20814

RIA

CRD#: 139034

BETHESDA, MD

Past

May 16, 2006 - February 28, 2017

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

BETHESDA, MD

Past

September 12, 2000 - December 31, 2003

GV FINANCIAL ADVISORS, INC.

RIA

CRD#: 112118

BETHESDA, MD

Past

September 12, 2000 - April 13, 2006

JOYN ADVISORS, INC.

RIA

CRD#: 106725

BETHESDA, MD

Past

April 23, 1991 - May 16, 2006

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

BETHESDA, MD

Past

August 3, 1987 - September 4, 1987

MML INVESTORS SERVICES, LLC

CRD#: 10409

Past

August 3, 1987 - May 3, 1991

VP DISTRIBUTORS LLC

CRD#: 3036

HARTFORD, CT

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MV CAPITAL MANAGEMENT, INC.

MV CAPITAL MANAGEMENT, INC. | MV FINANCIAL

CRD#: 139034 / SEC#: 801-65709

RIA

Registered Investment Advisory firm - (1/20/2006 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Maryland
(2/2/2006)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/19/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/15/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 2/28/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/27/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/31/1987

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/27/2001

General Securities Principal Examination

Principal/Supervisory Exam

Series 26

Date: 3/20/2000

Investment Company Products/Variable Contracts Principal Examination

Current Firm

MV CAPITAL MANAGEMENT, INC.

MV CAPITAL MANAGEMENT, INC. | MV FINANCIAL

CRD#: 139034 / SEC#: 801-65709

RIA

Registered Investment Advisory firm - (1/20/2006 Approved)

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Contact information

Main Address

3 Bethesda Metro Center Suite 650, Bethesda, MD 20814-6336

Mailing Address

Phone number

(301) 656-6545

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MVCM ADV PART 2A BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	1,169
AUM (Assets Under Management)	$ 1,269,104,942

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Masood Vojdani

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Masood Vojdani's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

GV FINANCIAL ADVISORS, INC.

JOYN ADVISORS, INC.

SECURIAN FINANCIAL SERVICES, INC.

MML INVESTORS SERVICES, LLC

VP DISTRIBUTORS LLC

Primary Firm SEC Registration

MV CAPITAL MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 11/19/1997

Series 63

Date: 8/15/1994

SIE

Date: 2/28/2017

Series 7

Date: 9/27/2000

Series 6

Date: 7/31/1987

Series 24

Date: 6/27/2001

Series 26

Date: 3/20/2000

Current Firm

MV CAPITAL MANAGEMENT, INC.

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MV CAPITAL MANAGEMENT, INC.

TRUST BUT VERIFY

Contact information

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