Naumdar Akhavan

VALKYRIE PRIVATE WEALTH MANAGEMENT

Ammon, ID

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CRD#: 4914714

Professional summary

Naumdar Akhavan, who also goes by Naumy Akhavan, is a registered financial advisor currently at VALKYRIE PRIVATE WEALTH MANAGEMENT located in Ammon, Idaho.

Naumdar is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Naumdar has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Naumy Akhavan

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. Summit Wealth and Retirement Partners, Corporation, Start Date: 08/01/2005, 55 Oak Ct., Ste. 210, Danville, CA 94526, RIA, Investment Advisor/Portfolio Management of discretionary accounts, Investment Related, 160 hours per month, 6.5 hours per day during trading hours. 2. a registered representative of Mutual Securities, Inc

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Naumdar Akhavan's 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

May 5, 2023 - Present

VALKYRIE PRIVATE WEALTH MANAGEMENT

RIA

CRD#: 325524

Ammon, ID

Past

January 5, 2017 - June 30, 2023

SUMMIT WEALTH AND RETIREMENT PARTNERS

RIA

CRD#: 285972

DANVILLE, CA

Past

October 7, 2016 - May 9, 2023

MUTUAL SECURITIES, INC.

CRD#: 13092

CAMARILLO, CA

Past

August 11, 2016 - May 10, 2017

SUMMIT WEALTH AND RETIREMENT PARTNERS

RIA

CRD#: 136918

WALNUT CREEK, CA

Past

January 6, 2014 - August 17, 2016

MORGAN STANLEY

RIA

CRD#: 149777

SAN FRANCISCO, CA

Past

January 3, 2014 - August 17, 2016

MORGAN STANLEY

CRD#: 149777

SAN FRANCISCO, CA

Past

August 29, 2007 - January 16, 2014

NEUBERGER BERMAN BD LLC

CRD#: 2908

SAN FRANCISCO, CA

Past

August 20, 2007 - January 16, 2014

NEUBERGER BERMAN BD LLC

RIA

CRD#: 2908

SAN FRANCISCO, CA

Past

April 11, 2005 - August 24, 2006

WELLS FARGO INVESTMENTS, LLC

RIA

CRD#: 10582

STUDIO CITY, CA

Past

March 31, 2005 - August 24, 2006

WELLS FARGO INVESTMENTS, LLC

CRD#: 10582

STUDIO CITY, 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

California
(5/9/2023)

IAR

Idaho
(5/5/2023)

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: 4/8/2005

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/30/2005

General Securities Representative Examination

Current Firm

VALKYRIE PRIVATE WEALTH MANAGEMENT

VALKYRIE PRIVATE WEALTH MANAGEMENT | VALKYRIE WEALTH LLC

CRD#: 325524 / SEC#:

California

Registered Investment Advisory firm - (5/9/2023 Approved)

Idaho

Registered Investment Advisory firm - (5/1/2023 Approved)

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Contact information

Main Address

Ammon, ID

Mailing Address

Phone number

(925) 255-6869

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	59
AUM (Assets Under Management)	$ 45,539,893

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

Naumdar Akhavan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Naumdar Akhavan's CRS (Customer Relationship Summary).

Certified licenses

Experience

SUMMIT WEALTH AND RETIREMENT PARTNERS

MUTUAL SECURITIES, INC.

SUMMIT WEALTH AND RETIREMENT PARTNERS

MORGAN STANLEY

MORGAN STANLEY

NEUBERGER BERMAN BD LLC

NEUBERGER BERMAN BD LLC

WELLS FARGO INVESTMENTS, LLC

WELLS FARGO INVESTMENTS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/8/2005

SIE

Date: 10/1/2018

Series 7

Date: 3/30/2005

Current Firm

VALKYRIE PRIVATE WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

VALKYRIE PRIVATE WEALTH MANAGEMENT

TRUST BUT VERIFY

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