Victor Z. Bekhet

VICTORWEALTH

San Francisco, CA 94105

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CRD#: 5033498

Professional summary

Victor Z Bekhet is a registered financial advisor currently at VICTORWEALTH, LLC located in San Francisco, California.

Victor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Victor has worked at 6 firms and has passed the Series 63, Series 65 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Business name: Victor Bekhet Nature of Business: Property Manager of privately owned rentals Not an investment related business Address: 3797 Haskell Way, Roseville, CA 95661 Description of duties: Renting, collecting rent, maintenance, and tenant communication. Start date: 8-2010 Work Hours: around 60 hours a month with 0 hours during securities trading hours

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Victor Z Bekhet'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

February 2, 2018 - Present

VICTORWEALTH, LLC

Office #1: 50 California St Ste 1500, San Francisco, CA 94105

RIA

CRD#: 164690

San Francisco, CA

Past

August 10, 2012 - December 31, 2017

VICTORWEALTH, LLC

RIA

CRD#: 164690

REDWOOD CITY, CA

Past

June 8, 2012 - June 14, 2012

MORGAN STANLEY

RIA

CRD#: 149777

SAN MATEO, CA

Past

June 8, 2012 - June 14, 2012

MORGAN STANLEY

CRD#: 149777

SAN MATEO, CA

Past

December 8, 2010 - February 22, 2012

CHASE INVESTMENT SERVICES CORP.

RIA

CRD#: 25574

FOSTER CITY, CA

Past

December 8, 2010 - February 22, 2012

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

FOSTER CITY, CA

Past

October 15, 2010 - December 3, 2010

MML INVESTORS SERVICES, LLC

CRD#: 10409

SAN JOSE, CA

Past

March 26, 2009 - December 31, 2010

SHENOUDA CAPITAL MANAGEMENT LLC

RIA

CRD#: 149263

MENLO PARK, CA

Past

December 5, 2005 - February 5, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

MENLO PARK, CA

Past

September 29, 2005 - February 5, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

MENLO PARK, 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
(2/2/2018)

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

Series 63

Date: 10/22/2010

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 7/23/2005

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 10/14/2010

General Securities Representative Examination

Current Firm

VICTORWEALTH, LLC

BEKHET, VICTOR Z | VICTORWEALTH, LLC | VICTORWEALTH | SHENOUDA CAPITAL MANAGEMENT LLC

CRD#: 164690 / SEC#:

California

Registered Investment Advisory firm - (2/2/2018 Approved)

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Contact information

Main Address

50 California St Ste 1500, San Francisco, CA 94105

Mailing Address

3797 Haskell Way, Roseville, CA 95661

Phone number

(650) 515-0019

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	5
AUM (Assets Under Management)	$ 85,000

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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Advisor Monitoring

Firm Stability Insights

Victor Z. Bekhet

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Victor Z Bekhet's CRS (Customer Relationship Summary).

Certified licenses

Experience

VICTORWEALTH, LLC

MORGAN STANLEY

MORGAN STANLEY

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

MML INVESTORS SERVICES, LLC

SHENOUDA CAPITAL MANAGEMENT LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 63

Date: 10/22/2010

Series 65

Date: 7/23/2005

Series 7

Date: 10/14/2010

Current Firm

VICTORWEALTH, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

VICTORWEALTH, LLC

TRUST BUT VERIFY

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