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David Eliot Dardashti

Spearhead Advisors, LLC

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About David Eliot Dardashti

David Eliot Dardashti is an Investment Advisor Representative at Spearhead Advisors, LLC and has been with the firm since September 2021. David Eliot Dardashti has also been associated with Mulholland Vista Capital Advisors, LLC since June 2013 and Elevate Wealth Advisors, LLC since September 2022. David Eliot Dardashti's experience in the financial industry dates back to April 2008 when David Eliot Dardashti began working for HSBC SECURITIES (USA) INC. David Eliot Dardashti specializes in portfolio management for individuals. David Eliot Dardashti has a Series 63 license, a Series 65 license, and a Series 17 license. David Eliot Dardashti has a California Investment Advisor Representative registration, which is currently pending. David Eliot Dardashti is located in Newport Beach, California. Spearhead Advisors, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). The firm provides investment advisory services to high-net-worth individuals, corporations, and other businesses.

Firm Information

David Dardashti is currently registered with Spearhead Advisors, LLC. Spearhead Advisors, LLC is an investment advisor based in [Main Office Location], with approximately $12,526,201 in regulatory assets under management. The firm provides portfolio management for individuals and corporations. They have 52 accounts and serve a diverse range of clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth.

$12.53M

Assets Under Management

Not reported

Total Clients

2

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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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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David Dardashti’s Registration & Firm History

CA

01/01/2025 - Present

Spearhead Advisors, LLC (Newport Beach CA)

NY

04/07/2008 - 06/12/2013

HSBC SECURITIES (USA) INC. (NEW YORK CITY NY)

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Licenses & Designations

IA

Issued 03/19/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/12/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/05/2008

Series 17 - Limited Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Eliot Dardashti.
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