Roxana MaddahiCRD Number: 5400917
Current Firm: Steel Peak Wealth Management, LLC
Roxana Maddahi (CRD# 5400917) is an Investment Advisor Representative working at Steel Peak Wealth Management, LLC in Woodland Hills, CA and has over 7 years of experience in the finance industry.
Fried Asset Management, Inc.
|Steel Peak Wealth Management, LLC||Los Angeles, CA||Dec 2015 - Current||2|
|Morgan Stanley||Los Angeles, CA||Apr 2013 - Nov 2015||2|
|Not Employed||New York, NY||Jul 2012 - Apr 2013||< 1|
|J.p Morgan Securities Inc.||New York, NY||Sep 2009 - Jul 2012||2|
|Barclays Wealth||New York, NY||Sep 2008 - Oct 2009||1|
|Lehman Brothers||New York, NY||Sep 2007 - Sep 2008||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2010|
Total Assets Under Management702MILLIONS
Total Number of Accounts1,628ACCOUNTS
Average Account Value$430,977
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
AZ, CA, FL, IL, NE, NJ, NV, NY, PA, TX, UT
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