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MB

Mazi [. Bahadori

ALTRUIST FINANCIAL
CULVER CITY, CA 90232
CRD#: 5749453
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MB
Mazi [nmn] BahadoriALTRUIST FINANCIAL

Professional summary


Mazi [nmn] Bahadori, who also goes by Mazi Bahadori, Mazyar Bahadori, is a registered financial professional currently at ALTRUIST FINANCIAL LLC located in Culver City, California.

Mazi is registered as a RR (Registered Representative) and started their career in finance in 2010. Mazi has worked at 3 firms and has passed the Series 66, Series 99TO, SIE, Series 31, Series 7, Series 53 and Series 24 exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


Mazi Bahadori | Mazyar Bahadori

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 Mazi [nmn] Bahadori'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

September 19, 2019 - Present

ALTRUIST FINANCIAL LLC

Office #1: 3030 La Cienega Blvd, Culver City, CA 90232Office #2: 300 S. Pearl Expressway Suite 250, Dallas, TX 75201
BD
CRD#: 299274
CULVER CITY, CA
Past

April 13, 2011 - April 8, 2016

PIMCO INVESTMENTS LLC

BD
CRD#: 154957
NEWPORT BEACH, CA
Past

April 1, 2010 - March 23, 2011

MORGAN STANLEY

RIA
CRD#: 149777
LAGUNA NIGUEL, CA
Past

February 26, 2010 - March 23, 2011

MORGAN STANLEY

BD
CRD#: 149777
LAGUNA NIGUEL, CA

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
Alabama
(10/17/2019)
RR
Alaska
(10/24/2019)
RR
Arizona
(10/21/2019)
RR
Arkansas
(10/16/2019)
RR
California
(10/11/2019)
RR
Colorado
(10/25/2019)
RR
Connecticut
(10/31/2019)
RR
Delaware
(10/11/2019)
RR
District of Columbia
(10/30/2019)
RR
Florida
(12/17/2019)
RR
Georgia
(10/28/2019)
RR
Hawaii
(11/22/2019)
RR
Idaho
(9/30/2019)
RR
Illinois
(11/22/2019)
RR
Indiana
(10/21/2019)
RR
Iowa
(9/30/2019)
RR
Kansas
(11/12/2019)
RR
Kentucky
(9/30/2019)
RR
Louisiana
(9/30/2019)
RR
Maine
(10/29/2019)
RR
Maryland
(11/15/2019)
RR
Massachusetts
(11/26/2019)
RR
Michigan
(10/24/2019)
RR
Minnesota
(10/10/2019)
RR
Mississippi
(9/30/2019)
RR
Missouri
(10/30/2019)
RR
Montana
(10/11/2019)
RR
Nebraska
(11/12/2019)
RR
Nevada
(10/14/2019)
RR
New Hampshire
(12/4/2019)
RR
New Jersey
(12/3/2019)
RR
New Mexico
(11/8/2019)
RR
New York
(11/1/2019)
RR
North Carolina
(10/11/2019)
RR
North Dakota
(10/25/2019)
RR
Ohio
(10/22/2019)
RR
Oklahoma
(10/1/2019)
RR
Oregon
(10/30/2019)
RR
Pennsylvania
(9/30/2019)
RR
Puerto Rico
(11/1/2019)
RR
Rhode Island
(10/22/2019)
RR
South Carolina
(10/22/2019)
RR
South Dakota
(10/2/2019)
RR
Tennessee
(10/21/2019)
RR
Texas
(11/4/2019)
RR
Utah
(9/30/2019)
RR
Vermont
(10/28/2019)
RR
Virgin Islands
(11/8/2019)
RR
Virginia
(10/8/2019)
RR
Washington
(10/29/2019)
RR
West Virginia
(10/23/2019)
RR
Wisconsin
(10/7/2019)
RR
Wyoming
(10/24/2019)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 9/13/2019
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 5/14/2010
Futures Managed Funds Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


AF
ALTRUIST FINANCIAL LLC
ALTRUIST | ALTRUIST FINANCIAL LLC | ALTRUIST CLEARING

CRD#: 299274 / SEC#: , 8-70244

BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
Loading...

Contact information


Main Address
300 S. Pearl Expressway Suite 250, Dallas, TX 75201
Mailing Address
300 S. Pearl Expressway Suite 250, Dallas, TX 75201
Phone number
(888) 510-4660
Established
Delaware since 10/08/2018
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
ALTRUIST CORPMEMBER
BAHADORI, MAZI [NMN]CEO AND CCO5749453
GEARHART, JEFFREY SPRINCIPAL OPERATIONS OFFICER2443490
GIRALDO, ANDRES MAURICIOFINOP7097178
MENNOW, ROBERT ALLISONHEAD OF ADVISOR OPERATIONS3070390
WARNER, WESLEY DEESENIOR DIRECTOR OF ADVISOR OPERATIONS5584384

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


ALTRUIST FINANCIAL LLC

CRD#: 299274Culver City, CA 90232

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