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Reza Nmn Zamani

Steelpeak Wealth, LLC

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About Reza Nmn Zamani

Reza Zamani is an investment advisor representative with Steelpeak Wealth, LLC in Woodland Hills, CA. Reza has been in the industry since 1999 and has experience at several firms including Morgan Stanley and Citigroup Global Markets Inc. Reza specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors.

Firm Information

Reza Zamani is currently registered with Steelpeak Wealth, LLC. Steelpeak Wealth, LLC is a registered investment advisor located in Woodland Hills, California. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. Steelpeak Wealth manages approximately $2.5 billion in assets for a diverse clientele, including high-net-worth individuals, corporations, and pension plans. The firm has a team of 28 investment advisor representatives and 9 licensed agents.
Steelpeak Wealth, LLC

21650 OXNARD STREET

WOODLAND HILLS, CA 91367

$2.54B

Assets Under Management

2

Total Clients

28

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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selection of other advisors

Helps you choose top advisors aligned with your financial 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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Reza Zamani’s Registration & Firm History

CA

12/10/2012 - Present

Steelpeak Wealth, LLC (WOODLAND HILLS CA)

CA

10/16/2012 - 07/17/2017

PURSHE KAPLAN STERLING INVESTMENTS (WOODLAND HILLS CA)

CA

06/01/2009 - 10/25/2012

MORGAN STANLEY (WOODLAND HILLS CA)

CA

02/15/2008 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (WOODLAND HILLS CA)

CA

07/18/2000 - 02/27/2008

UBS FINANCIAL SERVICES INC. (CENTURY CITY CA)

MA

12/07/1999 - 07/20/2000

SIGNATOR INVESTORS, INC. (BOSTON MA)

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Licenses & Designations

BOTH

Issued 11/18/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/17/2017

SIE - Securities Industry Essentials Examination

BC

Issued 05/02/2000

Series 7 - General Securities Representative Examination

BC

Issued 12/06/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 3 public disclosures for Reza Nmn Zamani. Review regulatory record here.
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