Zohreh Ghaissari
Investment adviser representative at Modern Wealth Management, LLC
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$10.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
17 years in the industry.
- Modern Wealth Management, LLCMay 2026 to now
- Osaic Wealth IncJul 2025 to May 2026
- UnemployedJan 2025 to Jun 2025
- Mutual of America Life Insurance CompanyJan 2009 to Dec 2024
- Mutual of America Securities CorporationJan 2009 to Dec 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
State registrations
Registered as an investment adviser representative in 1 state (CA).
Modern Wealth Management, LLC
$10.9BAssets managed
11,934Clients
161Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2806525
- Firm CRD
- 324624