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Behzad Taufiq

CEVIDICA INVESTMENT PARTNERS
NEW YORK, NY 10023
CRD#: 7960861
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BT
Behzad TaufiqCEVIDICA INVESTMENT PARTNERS

Professional summary


Behzad Taufiq is a registered financial advisor currently at CEVIDICA INVESTMENT PARTNERS located in New York, New York and CEVIDICA SECURITIES GROUP LLC located in New York, New York.

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.
The advisor shows no other business activity.

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

CEVIDICA SECURITIES GROUP LLC

Office #1: 400 W 61st Street Unit 523, New York, NY 10023
BD
CRD#: 104422
NEW YORK, NY

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)

Exams


State Security Law Exam
RR
Series 63
Date: 8/15/2024
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 11/4/2025
Operations Professional Examination
General Industry/Product Exam
RR
Series 79TO
Date: 12/31/2024
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/13/2024
General Securities Representative Examination
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 11/26/2024
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm


CI
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
1

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.

Company Information


CEVIDICA INVESTMENT PARTNERS

CRD#: 332587New York, NY 10023

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