Maziar Esmailbeigi, financial advisor Woodland Hills CA

Maziar Esmailbeigi

CRD Number: 4502889
Current Firm: Steelpeak Wealth, LLC

Maziar Esmailbeigi (CRD# 4502889) is an Investment Advisor Representative working at Steelpeak Wealth, LLC in Woodland Hills, CA and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Steel Peak Wealth Management Woodland Hills, CA Sep 2012 - Current 11
Purshe Kaplan Sterling Investments Albany, NY Oct 2012 - Nov 2018 6
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Maziar N. Esmailbeigi
Phone Number: (818) 835-8720
Firm Website: http://www.steelpeak.com
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    2,535
    MILLIONS
  • Total Number of Accounts
    7,094
    ACCOUNTS
  • Average Account Value
    $357,388
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

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

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