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Susan Sajjadi

Westpark Capital, Inc.

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About Susan Sajjadi

Susan Sajjadi is an investment advisor representative with Westpark Capital, Inc. Susan has been active in the financial services industry since 1989. Susan has held registrations in California, New York, and has passed the Series 63, Series 7, and SIE examinations. She is also a registered investment advisor in California. Susan has experience working with individuals, and provides portfolio management and financial planning services.

Firm Information

Susan Sajjadi is currently registered with Westpark Capital, Inc.. Westpark Capital, Inc. is a registered investment advisor headquartered in Los Angeles, California. Established in 1995, the firm provides financial planning and portfolio management services for individuals. They have a total of 200 clients and manage approximately $29,970,039 in assets. Westpark Capital is registered in 53 states and the District of Columbia.
Westpark Capital, Inc.

1800 CENTURY PARK EAST

LOS ANGELES, CA 90067

$29.97M

Assets Under Management

Not reported

Total Clients

41

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 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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Susan Sajjadi’s Registration & Firm History

CA

01/02/2025 - Present

Westpark Capital, Inc. (Irvine CA)

CA

07/19/2016 - 07/05/2018

WESTPARK CAPITAL, INC. (Newport Beach CA)

NY

01/31/2013 - 07/20/2016

NEWPORT COAST SECURITIES, INC. (NEW YORK NY)

CA

05/25/2007 - 02/05/2013

RAYMOND JAMES & ASSOCIATES, INC. (NEWPORT BEACH CA)

CA

12/22/2000 - 05/31/2007

WACHOVIA SECURITIES, LLC (ANAHEIM CA)

CA

04/03/1997 - 12/18/2000

SUTRO & CO. INCORPORATED (SAN FRANCISCO CA)

NY

06/01/1993 - 04/03/1997

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NY

01/24/1989 - 06/08/1993

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 02/21/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/05/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/21/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Susan Sajjadi. Review regulatory record here.
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