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NN

Nick V. Nejad

BEVERLY HILLS PRIVATE WEALTH
Beverly Hills, CA 90212
Some features on this profile are disabled
CRD#: 6787338
NN

Professional summary

Nick Vaziri Nejad is a registered financial advisor currently at BEVERLY HILLS PRIVATE WEALTH, LLC located in Beverly Hills, California.

Nick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Nick has worked at 2 firms .

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nick Vaziri Nejad'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

August 9, 2023 - Present

BEVERLY HILLS PRIVATE WEALTH, LLC

Office #1: 350 S. Beverly Drive Suite 360, Beverly Hills, CA 90212
RIA
CRD#: 321132
Beverly Hills, CA
Past

May 1, 2017 - July 24, 2023

KCS WEALTH ADVISORY

RIA
CRD#: 169846
LOS ANGELES, CA

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".
BH
BEVERLY HILLS PRIVATE WEALTH, LLC
BEVERLY HILLS PRIVATE WEALTH, LLC

CRD#: 321132 / SEC#: 801-126697

RIA
Registered Investment Advisory firm - (10/6/2022 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.

Highlighted states indicate IAR registrations

IAR
California
(8/9/2023)

Exams

Current Firm

BH
BEVERLY HILLS PRIVATE WEALTH, LLC
BEVERLY HILLS PRIVATE WEALTH, LLC

CRD#: 321132 / SEC#: 801-126697

RIA
Registered Investment Advisory firm - (10/6/2022 Approved)
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Contact information

Main Address
350 S. Beverly Drive Suite 360, Beverly Hills, CA 90212
Mailing Address
Phone number
(310) 388-3800
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (7 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (3/21/2025)

Regulatory assets under management

Total Number of Accounts1,079
AUM (Assets Under Management)$ 782,522,752

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/13/2025
Cover Page
Report
01/17/2025
Cover Page
Report
10/27/2023
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.

Company Information

BEVERLY HILLS PRIVATE WEALTH, LLC

CRD#: 321132Beverly Hills, CA 90212

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