Sevada DavoudiCRD Number: 5507728
Current Firm: E*trade Capital Management, LLC
Sevada Davoudi (CRD# 5507728) is an Investment Advisor Representative working at E*trade Capital Management, LLC in New York, NY and has over 9 years of experience in the finance industry.
Legacy Care Wealth, LLC
Altium Wealth Management LLC
Cfs Investment Advisory Services LLC
|E*trade Capital Management LLC||Los Angeles, CA||Jul 2016 - Current||1|
|E*trade Securities LLC||Los Angeles, CA||Jul 2016 - Current||1|
|Charles Schwab & Company, Inc.||Woodland Hills, CA||Nov 2012 - Jul 2016||3|
|Charles Schwab Bank||Woodland Hills, CA||Nov 2012 - Jul 2016||3|
|Td Ameritrade||Pasadena, CA||Apr 2011 - Oct 2012||1|
|Bank Of America||La Canada, CA||Feb 2011 - Apr 2011||< 1|
|Unemployed||Tujunga, CA||Sep 2010 - Feb 2011||< 1|
|Chase Investment Services Corp.||Panorama City, CA||Jun 2009 - Sep 2010||1|
|Wamu Investments, Inc.||Panorama City, CA||Jan 2008 - Jun 2009||1|
|Washington Mutual||Panorama City, CA||Jan 2006 - May 2008||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2008|
|S66||NASAA Uniform Combined State Law Examination||Jun 2010|
Total Assets Under Management5,445MILLIONS
Total Number of Accounts29,958ACCOUNTS
Average Account Value$181,751
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.