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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
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

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.