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Fardin Nematollahi

22 Years of Experience
Mclean, VA
Broker

Fardin Nematollahi is a registered investment advisor at Morgan Stanley, based in Mclean, VA, with 22 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

1650 Tysons Boulevard, Suite 1000, Mclean, VA, 22102

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Fardin owns two rental properties in Parrish, Florida, since January 2024. These activities are investment-related, and the properties are managed by PMI Southwest Florida.

Employment History
Current Registrations
Morgan Stanley
July 2023 - Present · 3 yrs
Morgan StanleyBroker
July 2023 - Present · 3 yrs
Previous Registrations
UBS Financial Services INC.
November 2008 - July 2023 · 14 yrs 8 mos
UBS Financial Services INC.Broker
November 2008 - July 2023 · 14 yrs 8 mos
Citigroup Global Markets INC.
January 2004 - December 2008 · 4 yrs 11 mos
Citigroup Global Markets INC.Broker
December 2003 - December 2008 · 5 yrs
State Registrations40 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.