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Mazyar Yaghmaie

MAXIM GROUP LLC
Stamford, CT 06902
Some features on this profile are disabled
CRD#: 2772951
MY

Professional summary


Mazyar Yaghmaie, who also goes by Yaz Yaghmaie, is a registered financial professional currently at MAXIM GROUP LLC located in Stamford, Connecticut.

Mazyar is registered as a RR (Registered Representative) and started their career in finance in 1997. Mazyar has worked at 7 firms and has passed the Series 65, Series 63, Series 57TO, SIE, Series 55 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Yaz Yaghmaie

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Mazyar Yaghmaie'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

August 18, 2025 - Present

MAXIM GROUP LLC

Office #1: 700 Canal Street, Stamford, CT 06902
BD
CRD#: 120708
Stamford, CT
Past

August 2, 2019 - July 21, 2025

PIPER SANDLER & CO.

BD
CRD#: 665
Greenwich, CT
Past

May 21, 2001 - August 2, 2019

WEEDEN & CO.L.P.

BD
CRD#: 16835
GREENWICH, CT
Past

October 8, 1998 - May 21, 2001

KNIGHT CAPITAL AMERICAS, L.P.

BD
CRD#: 38599
JERSEY CITY, NJ
Past

June 26, 1997 - September 30, 1998

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

March 19, 1997 - April 18, 1997

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
NEW YORK, NY
Past

March 19, 1997 - June 20, 1997

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Connecticut
(8/18/2025)
RR
Florida
(11/4/2025)
RR
New York
(8/18/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 8/8/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 12/20/1999
Limited Representative-Equity Trader Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


MG
MAXIM GROUP LLC
M-VEST (A WHOLLY OWNED DIVISION OF MAXIM GROUP) | MAXIM MERCHANT CAPITAL (A WHOLLY OWNED DIVISION OF MAXIM GROUP | MAXIM GROUP LLC

CRD#: 120708 / SEC#: , 8-65337

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
300 Park Ave 16th Floor, New York, NY 10022
Mailing Address
300 Park Ave 16th Floor, New York, NY 10022
Phone number
(212) 895-3500
Established
New York since 04/11/2002
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
MAXIM PARTNERS LLCMEMBER
EVANS, TIPTON HAMLINCHIEF COMPLIANCE OFFICER6118339
FIORE, CHRISTOPHER JAMESCO-PRESIDENT, DIRECTOR OF CAPITAL MARKETS2269479
GLASSBERG, LAWRENCE COOPERCO-HEAD OF INVESTMENT BANKING4813201
LAROSA, PAUL GEORGEHEAD OF SYNDICATE/ACTING DIRECTOR OF ASSET MANAGEMENT1900695
MESSINGER, MICHAEL SPENCERMSP1403506
MURPHY, TIMOTHY GERARDFINOP/CFO1836629
SIEGEL, JAMES EDWARDGENERAL COUNSEL4490472
TELLER, CLIFFORD ADAMCHIEF EXECUTIVE OFFICER/CHAIRMAN4631188
VEERA, RITESH MOTILALCO-HEAD OF INVESTMENT BANKING4994814
VENDETTI, ANTHONY VINCENTDIRECTOR OF RESEARCH2574608
VITALE, WILLIAM CHRISTIANDIRECTOR OF TRADING2669953

Disclosures


Regulatory Event36
Arbitration1

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.

Company Information


MAXIM GROUP LLC

CRD#: 120708Stamford, CT 06902

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