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Behzad Cesar Ravan

RC PRIVATE WEALTH
Miami, FL
·CRD# 7838660·2 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Cesar Ravan

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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.

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Years of Experience

2 years in the financial services industry

Current & Past Employments

RC PRIVATE WEALTH, LLC·CRD# 329301
RIA
9250 S Dixie Hwy Suite 1250, Miami, FL 33156
September 5, 2024 - Present

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Current Firm

RP
RC PRIVATE WEALTH, LLC

RC PRIVATE WEALTH, LLC

CRD#: 329301
Florida
Registered Investment Advisory firm - Florida (9/5/2024 Approved)

Contact Information

Main Address

9350 South Dixie Highway Suite 1250, Miami, FL 33156

Phone Number

(786) 574-2367

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

3

AUM (Assets Under Management)

$1,172,232

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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.

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

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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.
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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

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CRS (Client Relationship Summary) - RIA

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

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