DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Alireza Nmn Zamani
Feed of 09/14/2026
Also filed as Alireza Zamani
At current firm
13 y
since Oct 12, 2012
In the industry
20 y
since Sep 21, 2005 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Steelpeak Wealth, LLC independent RIA currentsince Oct 12, 2012 · Los Angeles, Ca
- Morgan Stanley wirehouseJun 1, 2009 to Oct 25, 2012 · Woodland Hills, Ca
- Citigroup Global Markets Inc. BD affiliatedFeb 19, 2008 to Jun 1, 2009 · Woodland Hills, Ca
- UBS Financial Services Inc. wirehouseSep 22, 2005 to Feb 27, 2008 · Los Angeles, Ca
Moves
a registration end followed by a registration begin elsewhere
- Morgan Stanley to Steelpeak Wealth, LLCleft Oct 25, 2012, registered Oct 12, 2012 (-13 days) · Wirehouse to a newly registered adviser (no RAUM reported yet)
- Citigroup Global Markets Inc. to Morgan Stanleyleft Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
- UBS Financial Services Inc. to Citigroup Global Markets Inc.left Feb 27, 2008, registered Feb 19, 2008 (-8 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address