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Sevada Scott Haghverdian

Tactivest, LLC

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About Sevada Scott Haghverdian

Sevada Scott Haghverdian is a registered Investment Advisor Representative. Sevada has been working in the financial services industry since 2014. Sevada works at Tactivest, LLC. Sevada provides financial planning and portfolio management services to individuals, charitable organizations, corporations or businesses and pension and profit-sharing plans. Sevada has a specialization in "Special Needs Planning" and "Business Succession Planning". Sevada has worked for several firms including Wayne R. Johnson & Associates PLC, Aspiriant LLC, Pogosian & Company CPA, Golbar & Associates LLP, Opes Advisors LLC and Tactivest, LLC.

Firm Information

Sevada Haghverdian is currently registered with Tactivest, LLC. Tactivest, LLC is an investment advisor headquartered in . The firm primarily serves individuals, corporations, and charitable organizations. Tactivest, LLC manages approximately $128,515,751 in regulatory assets under management across 576 accounts. The firm offers financial planning and portfolio management services.

$128.52M

Assets Under Management

Not reported

Total Clients

6

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 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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other

Specialty consulting fees

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Sevada Haghverdian’s Registration & Firm History

CA

06/07/2022 - Present

Tactivest, LLC (Beverly Hills CA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sevada Scott Haghverdian.
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