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Behzad Taufiq

1 Year of Experience
New York, NY
Broker

Behzad Taufiq is a registered investment advisor, based in New York, NY, with 1 years of industry experience.

Location

400 W 61st St., Unit 523, New York, NY, 10023

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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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Other Business Activities

Behzad is a managing principal at Cevidica Investment Partners, LLC, a registered investment advisor, spending a few hours per week. He is also a licensed real estate broker for Valentus Realty LLC and a managing principal at Valentus Capital Management LLC, dedicating minimal time to each.

Employment History
Current Registrations
Cevidica Securities Group LLCBroker
September 2024 - Present · 1 yr 8 mos
Cevidica Investment Partners
August 2024 - Present · 1 yr 9 mos
State Registrations1 state
NY
Advisor

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.
Behzad Taufiq - Financial Advisor | TrueAdvisor