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Mehrnoush Yazdanyar

YAZDANYAR, MEHRNOUSH
Westlake Village, CA 91362
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CRD#: 6149047
MY

Professional summary


Mehrnoush Yazdanyar is a registered financial advisor currently at YAZDANYAR, MEHRNOUSH located in Westlake Village, California.

Mehrnoush is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Mehrnoush has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

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.
I AM THE PRINCIPAL YAZDANYAR LAW OFFICES LAW FIRM. WE SPECIALIZE IN COMPLIANCE ISSUES REGARDING THE DEPT. OF TREASURY'S OFFICE OF FOREIGN ASSETS CONTROL. THIS BUSINESS IS NOT INVESTMENT RELATED. I STARTED THIS FIRM IN 2009. THIS IS MY PRIMARY BUSINESS AND I DEVOTE APPROXIMATELY 98% OF THE AVERAGE WORKING DAY TO THIS PRACTICE.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Mehrnoush Yazdanyar'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

October 4, 2013 - Present

YAZDANYAR, MEHRNOUSH

Office #1: 2829 Townsgate Rd. Suite 100, Westlake Village, CA 91362
RIA
CRD#: 167301
Westlake Village, CA
Past

July 25, 2013 - January 5, 2016

OPPENHEIMER & CO. INC.

RIA
CRD#: 249
BEVERLY HILLS, CA
Past

May 30, 2013 - January 5, 2016

OPPENHEIMER & CO. INC.

BD
CRD#: 249
NEW YORK, NY

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
(10/4/2013)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 7/25/2013
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


YM
YAZDANYAR, MEHRNOUSH
YAZDANYAR LAW OFFICES, INC. | YAZDANYAR, MEHRNOUSH

CRD#: 167301 / SEC#:

California
Registered Investment Advisory firm - (10/4/2013 Approved)
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Contact information


Main Address
2829 Townsgate Rd. Suite 100, Westlake Village, CA 91362
Mailing Address
Phone number
(310) 975-9142
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


YAZDANYAR, MEHRNOUSH

CRD#: 167301Westlake Village, CA 91362

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