Narges Zamani
Investment adviser representative at Pactolus
12 yearsExperience
1 stateRegistered in
CFADesignation
$187.8MFirm 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 feeCommissionsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Pactolus Capital Partners, LLCJun 2015 to now
- PactolusNov 2014 to now
- Pactolus Private Wealth Management LLCAug 2014 to now
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
State registrations
Registered as an investment adviser representative in 1 state (VA).
Pactolus
Legal name: Pactolus Private Wealth Management LLC
$187.8MAssets managed
307Clients
5Advisers
15 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
- 6411987
- Firm CRD
- 155195