David Dardashti, financial advisor Newport Beach CA

David Dardashti

CRD Number: 4958265
Current Firm: Spearhead Advisors, LLC

David Dardashti (CRD# 4958265) is an Investment Advisor Representative working at Spearhead Advisors, LLC in Newport Beach, CA and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Elevate Wealth Advisors, LLC Newport Beach, CA Sep 2022 - Current 2
Spearhead Advisors, LLC Los Angeles, CA Sep 2021 - Current 3
Mulholland Vista Capital Advisors, LLC Los Angeles, CA Jun 2013 - Sep 2021 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2008
S65 NASAA Investment Advisors Law Examination Mar 2014
Contact Info for David E. Dardashti
Phone Number: 949-393-2070
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    13
    MILLIONS
  • Total Number of Accounts
    52
    ACCOUNTS
  • Average Account Value
    $240,888
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA

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