Daryoush Aflatooni
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Daryoush Aflatooni, who also goes by Dary Aflatooni, was a registered financial professional .
Daryoush is a previously registered financial professional and started their career in finance in 1992. Daryoush had worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 12, 2012 - December 31, 2023
CAPITAL SYNERGY PARTNERS
March 28, 2011 - December 31, 2011
GLOBAL-AMERICAN INVESTMENTS, INC.
October 25, 2002 - March 3, 2011
SAN FRANCISCO SECURITIES, INC.
July 2, 2001 - May 28, 2002
NEWPOINT SECURITIES, LLC
October 8, 1992 - July 6, 2001
METROPOLITAN LIFE INSURANCE COMPANY
October 8, 1992 - July 6, 2001
MSI FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
CAPITAL SYNERGY PARTNERS
CRD#: 148733 / SEC#: 801-117828, 8-68060
Contact information
FINRA licenses (50 States and Territories)
Direct owners and executive officers
Regulatory assets under management
| Total Number of Accounts | 386 |
| AUM (Assets Under Management) | $ 89,105,726 |
Red Flags
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