Profil
Seyyed Valiallah Nasr held several positions in different firms throughout his career.
He was the President & Chief Executive Officer at B.
Riley Wealth Advisors, Inc. from 2010 to 2013, the Chief Executive Officer at Claraphi Advisory Network LLC from 2013 to 2020, and the Managing Director at Brookstreet Securities Corp.
in 2007.
He also worked as a Director at Sutro & Co., Inc. in 1987 and as a Manager at Charles Schwab & Co., Inc. in 1983.
Additionally, he served as the Chief Financial Officer at Orbitex Financial Services Group and Portfolio Management Consultants, Inc. Mr. Nasr earned an MBA degree from Almeda University and an undergraduate degree from Armstrong College.
Anciens postes connus de Vali Nasr
| Sociétés | Poste | Fin |
|---|---|---|
Claraphi Advisory Network LLC
 Claraphi Advisory Network LLC Investment ManagersFinance ClaraPHI Advisory Network LLC (ClaraPHI) is a SEC-registered investment advisor headquartered in Aliso Viejo, California. The firm was founded by Pierre T. Gallant and is a wholly owned subsidiary of Pomegranate Holdings LLC, which is owned by Tradability LLC. ClaraPHI offers a variety of investment advisory and related financial services to individuals, high net-worth individuals, families, business owners and corporations. | Directeur Général | 01/12/2020 |
B. Riley Wealth Advisors, Inc.
 B. Riley Wealth Advisors, Inc. Investment ManagersFinance B. Riley Wealth Advisors, Inc. (BRWA) is a registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 1994 as National Asset Management, Inc. and changed its name to B. Riley Wealth Advisors, Inc. in 2022 following the acquisition of National Holdings Corporation by B. Riley Financial, Inc. (NASDAQ: RILY). BRWA provides investment advisory services to individuals, trusts, estates, charitable organizations, corporations or other business entities, private funds, and pension and profit-sharing plans. | Directeur Général | 01/04/2013 |
Brookstreet Securities Corp.
 Brookstreet Securities Corp. Investment Banks/BrokersFinance Brookstreet Securities Corp. was founded in 1990 by Stan Brooks is an independent brokerage firm. The company uses a national network of brokers to sell stocks, bonds, options, annuities, insurance, commodities, and mutual funds to individual and institutional investors. Brookstreet's commodity trading division offers tools and online platforms for futures trading. | Corporate Officer/Principal | 30/06/2007 |
Orbitex Financial Services Group
 Orbitex Financial Services Group Investment Banks/BrokersFinance Orbitex Financial Services Group provides investment advisory services for mutual funds. The private company is based in New York, NY and has subsidiaries in the United States. | Directeur Financier/CFO | - |
| Sutro & Co., Inc. | Corporate Officer/Principal | 30/06/1987 |
Formation de Vali Nasr
| Armstrong College | Undergraduate Degree |
| Almeda University | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
B. Riley Wealth Advisors, Inc.
B. Riley Wealth Advisors, Inc. Investment ManagersFinance B. Riley Wealth Advisors, Inc. (BRWA) is a registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 1994 as National Asset Management, Inc. and changed its name to B. Riley Wealth Advisors, Inc. in 2022 following the acquisition of National Holdings Corporation by B. Riley Financial, Inc. (NASDAQ: RILY). BRWA provides investment advisory services to individuals, trusts, estates, charitable organizations, corporations or other business entities, private funds, and pension and profit-sharing plans. | Finance |
Portfolio Management Consultants, Inc.
 Portfolio Management Consultants, Inc. Investment ManagersFinance Part of Envestnet, Inc., Portfolio Management Consultants, Inc. is a company that offers a connected ecosystem of solutions, intelligence, and technologies to help people achieve their long-term financial goals. The company is based in Denver, CO. The company equips advisors with the necessary tools and resources to provide impactful financial advice to their clients. The company was founded by Brandon Rockwell Thomas, Marc N. Geman. | Finance |
Orbitex Financial Services Group
Orbitex Financial Services Group Investment Banks/BrokersFinance Orbitex Financial Services Group provides investment advisory services for mutual funds. The private company is based in New York, NY and has subsidiaries in the United States. | Finance |
Brookstreet Securities Corp.
Brookstreet Securities Corp. Investment Banks/BrokersFinance Brookstreet Securities Corp. was founded in 1990 by Stan Brooks is an independent brokerage firm. The company uses a national network of brokers to sell stocks, bonds, options, annuities, insurance, commodities, and mutual funds to individual and institutional investors. Brookstreet's commodity trading division offers tools and online platforms for futures trading. | Finance |
| Sutro & Co., Inc. | Finance |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Finance |
Claraphi Advisory Network LLC
Claraphi Advisory Network LLC Investment ManagersFinance ClaraPHI Advisory Network LLC (ClaraPHI) is a SEC-registered investment advisor headquartered in Aliso Viejo, California. The firm was founded by Pierre T. Gallant and is a wholly owned subsidiary of Pomegranate Holdings LLC, which is owned by Tradability LLC. ClaraPHI offers a variety of investment advisory and related financial services to individuals, high net-worth individuals, families, business owners and corporations. | Finance |
