Chief Executive Officer; Chief Compliance Officer · Simpleadvisory LLC
Shervin N. Mehdizadeh
CRD 8037978 · Named on Form ADV at one SEC-registered adviser
At a glance
Simpleadvisory LLC, an SEC-registered private fund adviser based in Garden City, NY with $42 million in regulatory assets, lists Shervin N. Mehdizadeh on its Form ADV as Chief Executive Officer; Chief Compliance Officer, a control person.
Firms and roles
- Simpleadvisory LLCChief Executive Officer; Chief Compliance OfficerPrivate fund adviser · Garden City, NY · $42M in regulatory assets
AtlasMembers
Shervin’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Rody S. MehdizadehChief Operating Officer, Simpleadvisory LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Shervin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.