Cyrus BaravatiCRD Number: 6117211
Current Firm: Schwab Private Client Investment Advisory, Inc.
Cyrus Baravati (CRD# 6117211) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Phoenix, AZ and has over 5 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, LLC
|Schwab Private Client Investment Advisory, Inc.||Phoenix, AZ||May 2014 - Current||4|
|Charles Schwab & Company,inc||Phoenix, AZ||Sep 2012 - Current||5|
|Us Department Of Commerce, Minority Business Development Agency||San Francisco, CA||Apr 2012 - Sep 2012||< 1|
|Club Z! Tutoring||Laguna Hills, CA||Feb 2012 - Apr 2012||< 1|
|California State University Fullerton||Fullerton, CA||Jun 2011 - Dec 2011||< 1|
|San Francisco State University||San Francisco, CA||Aug 2008 - May 2011||2|
|Jp Morgan Chase||San Francisco, CA||May 2007 - May 2010||3|
|Saddleback College||Mission Viejo, CA||Aug 2004 - May 2008||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2012|
|S66||NASAA Uniform Combined State Law Examination||Mar 2014|
Total Assets Under Management74,447MILLIONS
Total Number of Accounts158,678ACCOUNTS
Average Account Value$469,169
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, VT, WA, WI, WV, WY