• Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
Mahshid Kamali
Mahshid Sarmadi
CRD#: 7795198
IA
Investment Adviser
SVB WEALTHCRD#: 172832 9465 Wilshire Boulevard
8th Floor
Beverly Hills, CA 90212
Registration History
2023AprJulOct2024AprJulOct2025AprJulOct2026IASVB WEALTH (CRD# 172832)2023 - Present (1 year)
License(s)

State Registrations

IA
California 10/2/2023

Current Registration(s)
IA
SVB WEALTH (CRD#:172832)
9465 Wilshire Boulevard 8th Floor, Beverly Hills, CA 90212
Registered with this firm since 10/2/2023

For additional information about investment advisers or broker-dealers, please visit
B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.