KH
CFA
KH
CFA

Kiarash Haseli

6 Years of Experience
Los Angeles, CA
Broker

Kiarash Haseli is a CFA-designated registered investment advisor at Capital Client Group, INC., based in Los Angeles, CA, with 6 years of industry experience. Kiarash operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
N/A
Firm Size
583 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

400 S. Hope Street 20th Floor, Los Angeles, CA, 90071

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Capital Client Group, INC.
September 2022 - Present · 3 yrs 8 mos
Capital Client Group, INC.
September 2022 - Present · 3 yrs 8 mos
Capital Client Group, INC.Broker
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
Vanguard Marketing CorporationBroker
February 2021 - August 2022 · 1 yr 6 mos
Vanguard Marketing CorporationBroker
August 2016 - December 2017 · 1 yr 4 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Kiarash Haseli - Financial Advisor | TrueAdvisor