Narges Zamani

PACTOLUS

Vienna, VA 22182

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CRD#: 6411987

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Narges Zawar

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.

PACTOLUS PRIVATE WEALTH MANAGEMENT, LLC. INVESTMENT RELATED 8614 WESTWOOD CENTER DRIVE VIENNA, VA 22182, INVESTMENT ADVISER COO 08/2014. 160 HOURS PER MONTH 5 HOURS PER DAY DURING TRADING HOURS DEVOTED TO PPWM. PACTOLUS CAPITAL PARTNERS 8614 WESTWOOD CENTER DRIVE SUITE 620 VIENNA, VA 22182 BROKER DEALER COO SINCE 06/2015 INVESTMENT RELATED ACANSA INVESTMENT MANAGEMENT OCIO - ENDOWMENTS AND FOUNDATIONS SINCE 12/01/2021 ADVISORY BOARD MEMEBER 2 HRS PER MONTH ENQUIRE KNOWLEDGE EXPERT PLATFORM ADVISORY BOARD MEMEBER SINCE 01/2021 ONE HOUR PER MONTH

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Narges Zamani'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

November 11, 2014 - Present

PACTOLUS

Office #1: 8614 Westwood Center Drive Suite 620, Vienna, VA 22182

RIA

CRD#: 155195

Vienna, VA

Current

July 29, 2015 - Present

PACTOLUS CAPITAL PARTNERS

Office #1: 8614 Westwood Center Drive Suite 620, Vienna, VA 22182

CRD#: 7518

Vienna, VA

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".

PACTOLUS

MWH ADVISERS LLC | PACTOLUS PRIVATE WEALTH MANAGEMENT LLC | PACTOLUS

CRD#: 155195 / SEC#: 801-71915

RIA

Registered Investment Advisory firm - (10/22/2010 Approved)

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.

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

California
(8/30/2019)

District of Columbia
(9/23/2019)

Illinois
(11/19/2019)

Maryland
(10/7/2019)

New York
(9/3/2019)

Texas
(12/5/2019)

IAR

Virginia
(11/11/2014)

Virginia
(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

State Security Law Exam

Series 63

Date: 3/28/2017

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 79

Date: 4/6/2016

Investment Banking Registered Representative Examination

General Industry/Product Exam

Series 82

Date: 7/29/2015

Limited Representative-Private Securities Offerings

SRO Registrations

FINRA

Current Firm

PACTOLUS

MWH ADVISERS LLC | PACTOLUS PRIVATE WEALTH MANAGEMENT LLC | PACTOLUS

CRD#: 155195 / SEC#: 801-71915

RIA

Registered Investment Advisory firm - (10/22/2010 Approved)

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Contact information

Main Address

8614 Westwood Center Drive Suite 620, Vienna, VA 22182

Mailing Address

Phone number

(571) 297-6364

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PACTOLUS PRIVATE WEALTH MANAGEMENT 2A AND WRAP FEE PROGRAM COMBINED BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	315
AUM (Assets Under Management)	$ 182,552,022

Accountant 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
11/22/2022	Cover Page	Report

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

Narges Zamani

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Narges Zamani's CRS (Customer Relationship Summary).

Certified licenses

Experience

PACTOLUS CAPITAL PARTNERS

Primary Firm SEC Registration

PACTOLUS

State Registrations and Notice Filings

Exams

Series 63

Date: 3/28/2017

SIE

Date: 10/1/2018

Series 79

Date: 4/6/2016

Series 82

Date: 7/29/2015

FINRA

Current Firm

PACTOLUS

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

PACTOLUS

TRUST BUT VERIFY

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