Maziar Esmailbeigi, financial advisor Woodland Hills CA
83 score

Maziar Esmailbeigi

CRD Number: 4502889
Current Firm: Steel Peak Wealth Management, LLC

Maziar Esmailbeigi (CRD# 4502889) is an Investment Advisor Representative working at Steel Peak Wealth Management, LLC in Woodland Hills, CA and has over 14 years of experience in the finance industry.

Similar Advisors
David Fried, financial advisor Woodland Hills CA
David R. Fried
CRD# 2753945
Fried Asset Management, Inc.
Similar Advisors
Morris Amiri, financial advisor Woodland Hills CA
Morris M. Amiri
CRD# 4266581
Dash Investments
Similar Advisors
Roger Conde, financial advisor Woodland Hills CA
Roger Conde
CRD# 2477484
Ira Wealth Management
Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY Oct 2012 - Current 4
Steel Peak Wealth Management Woodland Hills, CA Sep 2012 - Current 4
Morgan Stanley Smith Barney Woodland Hills, CA Jun 2009 - Oct 2012 3
Citigroup Global Markets, Inc. Woodland Hills, CA Feb 2008 - Jun 2009 1
Ubs Financial Services Inc. Century City, CA Jun 2006 - Feb 2008 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2002
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:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Maziar N. Esmailbeigi
Phone Number: (818) 835-8720
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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 businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

About Wealthminder

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.