Behzad C. Ravan

RC PRIVATE WEALTH

Miami, FL 33156

Some features on this profile are disabled

CRD#: 7838660

Professional summary

Behzad Cesar Ravan, who also goes by Cesar Ravan, is a registered financial advisor currently at RC PRIVATE WEALTH, LLC located in Miami, Florida.

Behzad is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Behzad has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Cesar Ravan

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.

1) Alliott Global Alliance; Address: Manfield House / Southampton Road, London WC2R OLR; Non-profit, non-investment related; Position Held: Member; June 2024 to present; Duties include twice per month meetings re business development, attending worldwide conferences and receiving/referring non-wealth planning clients to other members. Hours Devoted Per Month: 3 2) Entrepreneur Organization South Florida Chapter; Address: 7580 NW 5th Street, Plantation, FL 33318; Non-investment related: Position Held: Member & Financial Treasurer; July 2024 to present: Duties include approving and paying bills for the chapter and reviewing financial statements with the board members. Hours Devoted Per Month: 2

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Behzad Cesar Ravan'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

September 5, 2024 - Present

RC PRIVATE WEALTH, LLC

Office #1: 9250 S Dixie Hwy Suite 1250, Miami, FL 33156

RIA

CRD#: 329301

Miami, FL

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

Florida
(9/5/2024)

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.

Exams

Current Firm

RC PRIVATE WEALTH, LLC

CRD#: 329301 / SEC#:

Florida

Registered Investment Advisory firm - (9/5/2024 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

9350 South Dixie Highway Suite 1250, Miami, FL 33156

Mailing Address

Phone number

(786) 574-2367

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

Similar Advisors

Noah Alweiss

MORGAN STANLEY

IAR

Miami, FL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Behzad C. Ravan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Behzad Cesar Ravan's CRS (Customer Relationship Summary).

Certified licenses

Experience

RC PRIVATE WEALTH, LLC

State Registrations and Notice Filings

Exams

Current Firm

RC PRIVATE WEALTH, LLC

Contact information

Documents

Red Flags

Company Information

RC PRIVATE WEALTH, LLC

TRUST BUT VERIFY

Similar Advisors