Bahman K. Barzideh

BARZIDEH & NADEAU WEALTH MANAGEMENT LLC

BARRINGTON, IL 60010

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CRD#: 4479188

Professional summary

Bahman Kusha Barzideh, who also goes by Bahman Barzideh, Ben Barzideh, Kusha Barzideh, is a registered financial advisor currently at BARZIDEH & NADEAU WEALTH MANAGEMENT LLC located in Barrington, Illinois.

Bahman is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Bahman has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bahman Barzideh | Ben Barzideh | Kusha Barzideh

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. APOLLON WEALTH MANAGEMENT; INVESTMENT RELATED; ASSOCIATE WEALTH ADVISOR; FULL TIME; COMPENSATION IS BASED ON SALARY AND BONUS; FIANCIAL PLANNER 2)CONSULTING;NOT INVESTMENT RELATED;9704 CUMMINGS ST.,HUNTLEY,IL 60142;HELPING PEOPLE WITH BUDGETING;CONSULTANT;6/1/2013;10 HRS/WEEK;0 HRS DURING TRADING;HELP WITH TRACKING PERSONAL CASH FLOW AND MAKING A BUDGET,HELP WITH FORMULATING A PLAN TO SAVE/PAY DOWN DEBT IF NECESSARY 3) Piershale Wealth Management Holdings LLC; Entity for Business Operations; Holding Company for managing revenue and expenses for securities business activity. | No securities business is conducted through this entity, this services solely as a holding company.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bahman Kusha Barzideh'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

March 12, 2025 - Present

BARZIDEH & NADEAU WEALTH MANAGEMENT LLC

Office #1: 303 E. Main St. #102, Barrington, IL 60010

RIA

CRD#: 334876

BARRINGTON, IL

Past

June 29, 2023 - February 7, 2025

APOLLON WEALTH MANAGEMENT, LLC

RIA

CRD#: 291902

BARRINGTON, IL

Past

August 3, 2011 - September 26, 2023

PIERSHALE FINANCIAL GROUP, INC.

RIA

CRD#: 156862

BARRINGTON, IL

Past

April 29, 2011 - February 16, 2018

TRIAD ADVISORS LLC

CRD#: 25803

CRYSTAL LAKE, IL

Past

January 20, 2011 - May 2, 2011

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

CRYSTAL LAKE, IL

Past

November 12, 2009 - May 2, 2011

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

CRYASTAL LAKE, IL

Past

December 11, 2004 - October 2, 2009

METLIFE INVESTORS DISTRIBUTION COMPANY

CRD#: 107622

IRVINE, CA

Past

January 27, 2003 - December 11, 2004

METLIFE INVESTORS DISTRIBUTION COMPANY

CRD#: 6695

NEWPORT BEACH, CA

Past

December 10, 2001 - January 27, 2003

PACIFIC SELECT DISTRIBUTORS, LLC

CRD#: 4452

NEWPORT BEACH, CA

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

Illinois
(3/12/2025)

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: 3/12/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/31/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 2/16/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/30/2009

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/7/2001

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/18/2011

General Securities Principal Examination

Current Firm

BARZIDEH & NADEAU WEALTH MANAGEMENT LLC

CRD#: 334876 / SEC#: 801-132162

RIA

Registered Investment Advisory firm - (7/30/2025 Terminated)

Illinois

Registered Investment Advisory firm - (7/28/2025 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

303 E. Main St. #102, Barrington, IL 60010

Mailing Address

Phone number

(847) 780-2980

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	243
AUM (Assets Under Management)	$ 44,594,000

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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Bahman K. Barzideh

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bahman Kusha Barzideh's CRS (Customer Relationship Summary).

Certified licenses

Experience

APOLLON WEALTH MANAGEMENT, LLC

PIERSHALE FINANCIAL GROUP, INC.

TRIAD ADVISORS LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

METLIFE INVESTORS DISTRIBUTION COMPANY

METLIFE INVESTORS DISTRIBUTION COMPANY

PACIFIC SELECT DISTRIBUTORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/12/2010

Series 63

Date: 3/31/2003

SIE

Date: 2/16/2018

Series 7

Date: 12/30/2009

Series 6

Date: 12/7/2001

Series 24

Date: 3/18/2011

Current Firm

BARZIDEH & NADEAU WEALTH MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BARZIDEH & NADEAU WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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