Reza N. Zamani

STEELPEAK WEALTH

Woodland Hills, CA 91367

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CRD#: 4030756

Professional summary

Reza Nmn Zamani, AIF®, who also goes by Reza Zamani, is a registered financial advisor currently at STEELPEAK WEALTH, LLC located in Woodland Hills, California.

Reza is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Reza has worked at 6 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Reza Zamani

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) ZAMANI CAPITAL, LLC; NOT INVESTMENT RELATED; 24002 LONG VALLEY RD. HIDDEN HILLS, CA 91302; JANUARY 2, 2019; MANAGING MEMBER; TO HOLD REAL ESTATE PROPERTY; HOURS DEVOTED EACH MONTH DURING SECURITY TRADING HOURS:0; HOURS DEVOTED EACH MONTH OUTSIDE OF SECURITY TRADING HOURS:1. 2) STEEL PEAK ESTATE & INSURANCE, 21650 OXNARD ST, SUITE 2300, WOODLAND HILLS, CA 91367. NOT INVESTMENT RELATED, FIXED INSURANCE AGENT, START DATE: 1/2014. 2HRS/MONTH, 1 HR/MONTH DURING TRADING. 3) ZAMANI ENTERPRISES, LLC (INCLUDES SUBSIDIARY ELKWOOD REAL ESTATE, LLC) 21650 OXNARD STREET #2300, WOODLAND HILLS, CA; REAL ESTATE RENTAL; DUTIES WITH ZAMANI: MANAGING MEMBER; 1 HOUR A MONTH; 0 HOURS A MONTH DURING TRADING.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Reza Nmn Zamani'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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

October 12, 2012 - Present

STEELPEAK WEALTH, LLC

Office #1: 21650 Oxnard Street Suite 2300, Woodland Hills, CA 91367

RIA

CRD#: 165168

Woodland Hills, CA

Past

October 16, 2012 - July 17, 2017

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

WOODLAND HILLS, CA

Past

June 1, 2009 - October 25, 2012

MORGAN STANLEY

RIA

CRD#: 149777

WOODLAND HILLS, CA

Past

June 1, 2009 - October 25, 2012

MORGAN STANLEY

CRD#: 149777

WOODLAND HILLS, CA

Past

February 19, 2008 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

WOODLAND HILLS, CA

Past

February 15, 2008 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

WOODLAND HILLS, CA

Past

September 20, 2000 - February 27, 2008

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

CENTURY CITY, CA

Past

July 18, 2000 - February 27, 2008

UBS FINANCIAL SERVICES INC.

CRD#: 8174

CENTURY CITY, CA

Past

December 7, 1999 - July 20, 2000

SIGNATOR INVESTORS, INC.

CRD#: 468

BOSTON, MA

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".

STEELPEAK WEALTH, LLC

CRD#: 165168 / SEC#: 801-77132

RIA

Registered Investment Advisory firm - (9/10/2012 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

California
(10/12/2012)

IAR

Texas
(12/10/2012)

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 66

Date: 11/18/1999

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 7/17/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/2/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/6/1999

Investment Company Products/Variable Contracts Representative Examination

Current Firm

STEELPEAK WEALTH, LLC

CRD#: 165168 / SEC#: 801-77132

RIA

Registered Investment Advisory firm - (9/10/2012 Approved)

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Contact information

Main Address

21650 Oxnard Street Suite 2300, Woodland Hills, CA 91367

Mailing Address

Phone number

(818) 835-8720

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (10/22/2025)

Regulatory assets under management

Total Number of Accounts	8,369
AUM (Assets Under Management)	$ 3,439,042,634

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.

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Advisor Monitoring

Firm Stability Insights

Reza N. Zamani

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Reza Nmn Zamani's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

MORGAN STANLEY

MORGAN STANLEY

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

SIGNATOR INVESTORS, INC.

Primary Firm SEC Registration

STEELPEAK WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/18/1999

SIE

Date: 7/17/2017

Series 7

Date: 5/2/2000

Series 6

Date: 12/6/1999

Current Firm

STEELPEAK WEALTH, LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STEELPEAK WEALTH, LLC

TRUST BUT VERIFY

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