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Sevada S. Haghverdian
TACTIVEST
SAN FRANCISCO, CA
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CRD#: 7546843
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Professional summary
Sevada Scott Haghverdian is a registered financial advisor currently at TACTIVEST, LLC located in San Francisco, California.
Sevada is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Sevada has worked at 1 firm .
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.
Accounting and Tax Preparation Services
CRS (Client Relationship Summary) - RIA
Click below to view Sevada Scott Haghverdian'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®
NoneExperience
Current
June 7, 2022 - Present
TACTIVEST, LLC
Office #2: 9595 Wilshire Blvd Pbig - Beverly Hills, Beverly Hills, CA 90212RIA
CRD#: 173309
SAN FRANCISCO, 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".
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TACTIVEST, LLC
STOUT WEALTH MANAGEMENT | WONG, EVEREST | TACTIVEST, LLC | TACTIVEST | SUNLIGHT FINANCIAL LLC
CRD#: 173309 / SEC#: 801-126580
RIA
Registered Investment Advisory firm - (9/16/2022 Approved)California
Registered Investment Advisory firm - (11/11/2022 Terminated)Florida
Registered Investment Advisory firm - (11/22/2021 Terminated)Nevada
Registered Investment Advisory firm - (2/7/2023 Terminated)Texas
Registered Investment Advisory firm - (10/12/2022 Terminated)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(6/7/2022)
Exams
Current Firm
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TACTIVEST, LLC
STOUT WEALTH MANAGEMENT | WONG, EVEREST | TACTIVEST, LLC | TACTIVEST | SUNLIGHT FINANCIAL LLC
CRD#: 173309 / SEC#: 801-126580
RIA
Registered Investment Advisory firm - (9/16/2022 Approved)California
Registered Investment Advisory firm - (11/11/2022 Terminated)Florida
Registered Investment Advisory firm - (11/22/2021 Terminated)Nevada
Registered Investment Advisory firm - (2/7/2023 Terminated)Texas
Registered Investment Advisory firm - (10/12/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
San Francisco, CA
Mailing Address
Phone number
(415) 752-7311
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 576 |
| AUM (Assets Under Management) | $ 128,515,751 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/28/2025 | ||
| 01/27/2025 | ||
| 02/26/2024 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
