Ideen Maleky Zanjani, financial advisor Seal Beach CA
78 score

Ideen Maleky Zanjani

CRD Number: 6050407
Current Firm: Strategic Advisers, Inc.

Ideen Maleky Zanjani (CRD# 6050407) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Seal Beach, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Seal Beach, CA Sep 2013 - Current 3
Unemployed Fair Oaks, CA Apr 2013 - Sep 2013 < 1
Bank Of America Na San Francisco, CA Oct 2012 - Apr 2013 < 1
Merrill Lynch, Pierce, Fenner And Smith Incorporated San Francisco, CA Nov 2011 - Apr 2013 1
Referee Association Of Sacramento Sacramento, CA Feb 2005 - Nov 2011 6
University Of California Riverside Riverside, CA Sep 2006 - Jun 2011 4
Urban Inc, Roseville, CA Jun 2010 - Mar 2011 < 1
Saderi Consulting Inc. Sacramento, CA Jun 2005 - Sep 2009 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2012
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Ideen Maleky Zanjani
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

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BADGES
78

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