Narges Zamani
Professional Summary
Narges Zamani, who also goes by Narges Zawar, is a registered financial advisor currently at PACTOLUS located in Vienna, Virginia and PACTOLUS CAPITAL PARTNERS located in Vienna, Virginia. Narges is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Narges has worked at 2 firms and has passed the Series 63, SIE, Series 79 and Series 82 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Narges Zawar
Similar Advisors
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
EAGLE STRATEGIES LLC
MORGAN STANLEY
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
EAGLE STRATEGIES LLC
MORGAN STANLEY
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
EAGLE STRATEGIES LLC
MORGAN STANLEY
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
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
EAGLE STRATEGIES LLC
MORGAN STANLEY
Years of Experience
12 years in the financial services industry
Current & Past Employments
Similar Advisors
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
EAGLE STRATEGIES LLC
MORGAN STANLEY
Current Firm
MWH ADVISERS LLC | PACTOLUS PRIVATE WEALTH MANAGEMENT LLC | PACTOLUS
Contact Information
Main Address
8614 Westwood Center Drive Suite 620, Vienna, VA 22182Phone Number
(571) 297-6364# of Employees
17SEC notice filing (6 States and Territories)
Registered to provide investment advisory services in 6 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
447AUM (Assets Under Management)
$187,843,313Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/28/2025 | Cover Page | Report |
| 11/22/2024 | Cover Page | Report |
| 10/27/2023 | Cover Page | Report |
Similar Advisors
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
EAGLE STRATEGIES LLC
MORGAN STANLEY
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
EAGLE STRATEGIES LLC
MORGAN STANLEY
Primary Firm SEC Registration
MWH ADVISERS LLC | PACTOLUS PRIVATE WEALTH MANAGEMENT LLC | PACTOLUS
State Registrations and Notice Filings
(8/30/2019)
(9/23/2019)
(11/19/2019)
(10/7/2019)
(9/3/2019)
(12/5/2019)
(11/11/2014)
(3/28/2017)
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 79 — Investment Banking Registered Representative Examination
Passed Apr 2016About the Series 79 examSeries 82 — Limited Representative-Private Securities Offerings
Passed Jul 2015About the Series 82 examSRO Registrations
Similar Advisors
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
EAGLE STRATEGIES LLC
MORGAN STANLEY
CRS (Client Relationship Summary) - RIA
Click below to view Narges Zamani's CRS (Customer Relationship Summary).
Similar Advisors
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
EAGLE STRATEGIES LLC
MORGAN STANLEY
