AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
PV

Patrick Parsa Vahid

CENTAURUS FINANCIAL
Torrance, CA
·CRD# 6043558·17 years experience

Professional Summary

Patrick Parsa Vahid, who also goes by Patrick P Vahid, Patrick Vahid, is a registered financial advisor currently at CENTAURUS FINANCIAL, INC. located in Torrance, California. Patrick is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Patrick has worked at 3 firms and has passed the Series 66, SIE, Series 7 and Series 3 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Patrick P Vahid, Patrick Vahid

Blog Corner

Similar Advisors

TORRANCE, CA · CRD#
View profile
Jon Derek Neuhaus
Jon Derek Neuhaus

MORGAN STANLEY

El Segundo, CA · CRD#
Beverly Hills, CA · CRD#
Hatem Ben Dhiab
Hatem Ben Dhiab

GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT

SANTA MONICA, CA · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Tara Tussing Unverzagt
Tara Tussing Unverzagt

SOUTH BAY FINANCIAL PARTNERS

TORRANCE, CA · CRD#
Jon Derek Neuhaus
Jon Derek Neuhaus

MORGAN STANLEY

El Segundo, CA · CRD#
Beverly Hills, CA · CRD#
Hatem Ben Dhiab
Hatem Ben Dhiab

GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT

SANTA MONICA, CA · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Tara Tussing Unverzagt
Tara Tussing Unverzagt

SOUTH BAY FINANCIAL PARTNERS

TORRANCE, CA · CRD#
Jon Derek Neuhaus
Jon Derek Neuhaus

MORGAN STANLEY

El Segundo, CA · CRD#
Beverly Hills, CA · CRD#
Hatem Ben Dhiab
Hatem Ben Dhiab

GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT

SANTA MONICA, CA · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

Tara Tussing Unverzagt
Tara Tussing Unverzagt

SOUTH BAY FINANCIAL PARTNERS

TORRANCE, CA · CRD#
Jon Derek Neuhaus
Jon Derek Neuhaus

MORGAN STANLEY

El Segundo, CA · CRD#
Beverly Hills, CA · CRD#
Hatem Ben Dhiab
Hatem Ben Dhiab

GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT

SANTA MONICA, CA · CRD#

Years of Experience

17 years in the financial services industry

Current & Past Employments

CENTAURUS FINANCIAL, INC.·CRD# 30833
RIA
BD
21250 Hawthorne Blvd. Suite 500, Torrance, CA 90503
May 22, 2018 - Present
CENTAURUS FINANCIAL, INC.·CRD# 30833
RIA
BD
21250 Hawthorne Blvd. Suite 500, Torrance, CA 90503
May 22, 2018 - Present
EQUITABLE ADVISORS, LLC·CRD# 6627
RIA
Los Angeles, CA
January 2, 2013 - May 23, 2018
EQUITABLE ADVISORS, LLC·CRD# 6627
BD
Los Angeles, CA
December 7, 2012 - May 23, 2018
WADDELL & REED·CRD# 866
BD
Costa Mesa, CA
September 21, 2012 - November 14, 2012

Similar Advisors

Tara Tussing Unverzagt
Tara Tussing Unverzagt

SOUTH BAY FINANCIAL PARTNERS

TORRANCE, CA · CRD#
Jon Derek Neuhaus
Jon Derek Neuhaus

MORGAN STANLEY

El Segundo, CA · CRD#
Beverly Hills, CA · CRD#
Hatem Ben Dhiab
Hatem Ben Dhiab

GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT

SANTA MONICA, CA · CRD#

Current Firm

CF
CENTAURUS FINANCIAL, INC.

CENTAURUS FINANCIAL, INC.

CRD#: 30833 / SEC#: 801-56882, 8-45185
RIA
Registered Investment Advisory firm - SEC (10/8/1999 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)

Contact Information

Main Address

2300 E. Katella Avenue Suite 200, Anaheim, CA 92806

Mailing Address

2300 E. Katella Avenue Suite #200, Anaheim, CA 92806

Phone Number

(714) 456-1790

Established

California since 08/27/1992

Firm Type

Corporation

Fiscal Year End

April

Firm Size

Large

# of Employees

571

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

CENTAURUS FINANCIAL, INC. FORM ADV PART 2 APPENDIX 1 (7/28/2026)

Direct owners and executive officers

NamePositionCRD#
FEDERATION OF FINANCIAL SERVICESOWNER—
KREMER, STEPHEN MARKOWNER1188829
RUBINO, MICHAEL PETEROWNER1188940
DUHOVIC, JEROME VICTORCHIEF COMPLIANCE OFFICER2123754
DUHOVIC, JEROME VICTORDIRECTOR/EVP2123754
KING, JAMES RONALD SRDIRECTOR/CHAIRMAN OF THE BOARD/CEO269927
KING, PAUL JDIRECTOR/GENERAL COUNSEL5017845
KING, WESTLEY HAYESDIRECTOR/PRESIDENT2527676
LEJMAN, SHERI JSVP/CFO/FINANCIAL AND OPERATIONS PRINCIPAL—

Regulatory Assets Under Management

Total Number of Accounts

45,336

AUM (Assets Under Management)

$9,740,127,253

Disclosures

Regulatory Event

19

Arbitration

8

Similar Advisors

Tara Tussing Unverzagt
Tara Tussing Unverzagt

SOUTH BAY FINANCIAL PARTNERS

TORRANCE, CA · CRD#
Jon Derek Neuhaus
Jon Derek Neuhaus

MORGAN STANLEY

El Segundo, CA · CRD#
Beverly Hills, CA · CRD#
Hatem Ben Dhiab
Hatem Ben Dhiab

GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT

SANTA MONICA, CA · CRD#

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. STRANDLIFE FINANCIAL GROUP, NON-INVESTMENT RELATED, 360 S. PACIFIC COAST HIGHWAY, #2000, EL SEGUNDO, CA 90245, DBA, PROPERTY AND CASUALTY INSURANCE SALES, OWNER, SINCE 6/9/2017, DEVOTED TIME IS 10 HOURS A MONTH, FOR ANY EXISTING CLIENT THAT IS INTERESTED IN OBTAINING P&C INSURANCE, I WORK THE QUOTES AND SERVICE AS WELL. 2. STRANDLIFE INSURANCE AGENCY, NON-INVESTMENT RELATED, 360 S. PACIFIC COAST HIGHWAY, #2000, EL SEGUNDO, CA 90245, OWNER, PROPERTY AND CASUALTY SALES, SINCE 6/9/2017, DEVOTED TIME IS 10 HOURS A MONTH. 3. STRANDLIFE WEALTH MANAGEMENT POSITION: President NATURE: financial and tax planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 08/02/2023 ADDRESS: 360 N. Pacific Coast Hwy, Suite #2000, El Segundo CA 90245, United States DESCRIPTION: Financial advising 4. STRANDLIFE WEALTH MANAGEMENT POSITION: President NATURE: Education and implementation of trust planning INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 07/16/2024 ADDRESS: 360 N Pacific Coast Hwy, Suite 2000, El Segundo CA 90245, United States DESCRIPTION: Help prospects implement trust and estate planning by educating them on the value of setting up and funding trusts. Host estate planning workshops where I educate the public on the risks of putting your family through probate, not having proper medical directives, guardianship, and healthcare power of attorneys. Not titling your bank accounts, brokerage statements, and insurance policies with the proper beneficiary designations.

Similar Advisors

Tara Tussing Unverzagt
Tara Tussing Unverzagt

SOUTH BAY FINANCIAL PARTNERS

TORRANCE, CA · CRD#
Jon Derek Neuhaus
Jon Derek Neuhaus

MORGAN STANLEY

El Segundo, CA · CRD#
Beverly Hills, CA · CRD#
Hatem Ben Dhiab
Hatem Ben Dhiab

GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT

SANTA MONICA, CA · CRD#

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".
CF
CENTAURUS FINANCIAL, INC.

CENTAURUS FINANCIAL, INC.

CRD#: 30833 / SEC#: 801-56882, 8-45185
RIA
Registered Investment Advisory firm - SEC (10/8/1999 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Arizona
(7/28/2026)
RR
California
(5/22/2018)
IAR
California
(5/22/2018)
RR
Colorado
(6/10/2021)
IAR
Colorado
(6/10/2021)
RR
Florida
(1/2/2025)
RR
Georgia
(1/2/2025)
RR
Louisiana
(1/2/2025)
RR
Nevada
(11/19/2024)
IAR
Nevada
(9/12/2025)
RR
New Jersey
(11/26/2024)
IAR
New Jersey
(12/2/2024)
RR
New York
(11/26/2024)
IAR
New York
(11/26/2024)
RR
North Carolina
(11/21/2024)
IAR
North Carolina
(12/12/2024)
RR
Pennsylvania
(11/26/2024)
IAR
Pennsylvania
(11/27/2024)
RR
Texas
(3/21/2023)
RR
Washington
(7/24/2026)

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.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Dec 2012About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Sep 2012About the Series 7 exam

Series 3 — National Commodity Futures Examination

Passed Jul 2009About the Series 3 exam
FINRA
SRO Registrations

Similar Advisors

Tara Tussing Unverzagt
Tara Tussing Unverzagt

SOUTH BAY FINANCIAL PARTNERS

TORRANCE, CA · CRD#
Jon Derek Neuhaus
Jon Derek Neuhaus

MORGAN STANLEY

El Segundo, CA · CRD#
Beverly Hills, CA · CRD#
Hatem Ben Dhiab
Hatem Ben Dhiab

GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT

SANTA MONICA, CA · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Parsa Vahid's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Patrick Parsa Vahid's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Tara Tussing Unverzagt
Tara Tussing Unverzagt

SOUTH BAY FINANCIAL PARTNERS

TORRANCE, CA · CRD#
Jon Derek Neuhaus
Jon Derek Neuhaus

MORGAN STANLEY

El Segundo, CA · CRD#
Beverly Hills, CA · CRD#
Hatem Ben Dhiab
Hatem Ben Dhiab

GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT

SANTA MONICA, CA · CRD#
PV
Follow Patrick
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required