Behzad Taufiq

CEVIDICA INVESTMENT PARTNERS

NEW YORK, NY 10023

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CRD#: 7960861

Professional summary

Behzad Taufiq is a registered financial advisor currently at CEVIDICA INVESTMENT PARTNERS located in New York, New York and WILLIAM J. MAYER SECURITIES, LLC located in Greenwich, Connecticut.

Behzad is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Behzad has worked at 2 firms and has passed the Series 63, Series 65, Series 99TO, Series 79TO, Series 7TO, SIE and Series 24 exams.

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.

1) CEVIDICA INVESTMENT PARTNERS, LLC; INVESTMENT RELATED; 400 W 61ST ST., UNIT 523, NEW YORK, NY 10023; REGISTERED INVESTMENT ADVISOR; MANAGING PRINCIPAL; 08/2024; APPROX. 10 HOURS PER MONTH DURING TRADING AND NON-TRADING HOURS; MANAGING PRINCIPAL AND SOLE EMPLOYEE; RESPONSIBLE FOR ALL BUSINESS AND OPERATIONAL MATTERS. 2) VALENTUS REALTY LLC; NON-INVESTMENT RELATED; 400 W 61ST ST., UNIT 523, NEW YORK, NY 10023; REAL ESTATE BROKERAGE; LICENSED REAL ESTATE BROKER; 05/2021; APPROX. 1 HOUR PER MONTH DURING TRADING AND NON-TRADING HOURS; NEW YORK AND CALIFORNIA LICENSED REAL ESTATE BROKER. 3) VALENTUS CAPITAL MANAGEMENT LLC; 400 W 61ST ST., UNIT 523, NEW YORK, NY 10023; ALTERNATIVE ASSET INVESTMENT COMPANY; MANAGING PRINCIPAL; 03/2020; APPROX. 1 HOUR PER MONTH DURING TRADING AND NON-TRADING HOURS; MANAGING PRINCIPAL RESPONSIBLE FOR ALL BUSINESS AND OPERATIONAL MATTERS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Behzad Taufiq'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

August 19, 2024 - Present

CEVIDICA INVESTMENT PARTNERS

Office #1: 400 W 61st St. Unit 523, New York, NY 10023

RIA

CRD#: 332587

NEW YORK, NY

Current

September 26, 2024 - Present

WILLIAM J. MAYER SECURITIES, LLC

Office #1: 2 Greenwich Office Park Suite 160, Greenwich, CT 06831

CRD#: 104422

Greenwich, CT

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

New York
(8/19/2024)

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

State Security Law Exam

Series 63

Date: 8/15/2024

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 5/20/2024

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 99TO

Date: 11/4/2025

Operations Professional Examination

General Industry/Product Exam

Series 79TO

Date: 12/31/2024

Investment Banking Registered Representative Examination

General Industry/Product Exam

Series 7TO

Date: 9/13/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 12/9/2023

Securities Industry Essentials Examination

Principal/Supervisory Exam

Series 24

Date: 11/26/2024

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

CEVIDICA INVESTMENT PARTNERS

CEVIDICA INVESTMENT PARTNERS | CEVIDICA INVESTMENT PARTNERS LLC

CRD#: 332587 / SEC#:

New York

Registered Investment Advisory firm - (8/19/2024 Approved)

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Contact information

Main Address

400 W 61st St Unit 523, New York, NY 10023

Mailing Address

Phone number

(646) 713-4020

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Behzad Taufiq

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

WILLIAM J. MAYER SECURITIES, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 8/15/2024

Series 65

Date: 5/20/2024

Series 99TO

Date: 11/4/2025

Series 79TO

Date: 12/31/2024

Series 7TO

Date: 9/13/2024

SIE

Date: 12/9/2023

Series 24

Date: 11/26/2024

FINRA

Current Firm

CEVIDICA INVESTMENT PARTNERS

Contact information

Documents

Red Flags

Company Information

CEVIDICA INVESTMENT PARTNERS

TRUST BUT VERIFY

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