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Brooke Hudson Naghavi

Corda Investment Management, LLC

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About Brooke Hudson Naghavi

Brooke Naghavi is a registered investment advisor representative with Corda Investment Management, LLC. Brooke has been in the industry since 2010 and holds Series 6, 7, 24, 63 and 65 licenses. Brooke's previous experience includes working at Frost Brokerage Services, Inc. and FS Investment Solutions, LLC. Brooke specializes in providing financial planning, portfolio management for individuals and businesses.

Firm Information

Brooke Naghavi is currently registered with Corda Investment Management, LLC. Corda Investment Management, LLC is an investment management firm based in Houston, Texas. They specialize in financial planning and portfolio management for individuals, high-net-worth individuals, corporations, and charitable organizations. With over $1.7 billion in regulatory assets under management, Corda provides comprehensive investment services, including portfolio management, wealth management, and financial planning.
Corda Investment Management, LLC

8955 KATY FREEWAY

HOUSTON, TX 77024-1626

$1.73B

Assets Under Management

3

Total Clients

24

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brooke Naghavi’s Registration & Firm History

TX

05/23/2018 - Present

Corda Investment Management, LLC (HOUSTON TX)

TX

01/30/2017 - 04/09/2018

FROST BROKERAGE SERVICES, INC. (Houston TX)

PA

12/12/2011 - 12/19/2016

FS INVESTMENT SOLUTIONS, LLC (PHILADELPHIA PA)

TX

02/10/2011 - 12/08/2011

HINES REAL ESTATE INVESTMENTS, INC. (HOUSTON TX)

MA

01/20/2010 - 12/09/2010

SUN LIFE FINANCIAL DISTRIBUTORS, INC. (BOSTON MA)

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Licenses & Designations

IA

Issued 05/23/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/15/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/19/2016

Series 24 - General Securities Principal Examination

BC

Issued 04/09/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/08/2011

Series 7 - General Securities Representative Examination

BC

Issued 01/19/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brooke Hudson Naghavi.
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