Korosh Ataei
Investment adviser representative at Symphony Financial, Ltd. Co.
10 yearsExperience
1 stateRegistered in
$1.4BFirm assets
12 yearsFirm in business
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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
- Pension consulting
Experience
10 years in the industry.
- LPL FinancialJan 2025 to now
- Symphony Financial, Ltd. Co.Jan 2025 to now
- Ip Financial Advisory Services LLCNov 2024 to Dec 2024
- Innovation Partners LLCApr 2024 to Dec 2024
- Catalyst Wealth Management LLCApr 2024 to Nov 2024
- Gwn Securities, IncJul 2022 to Apr 2024
- Equitable Advisors, LLCJul 2021 to Jul 2022
- UnemployedJun 2020 to Jul 2021
- Ambassador Theater GroupAug 2019 to Mar 2020
- Ace ParkingAug 2018 to Aug 2019
- Newks EateryMay 2017 to Nov 2017
- University of HoustonJun 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (TX).
Symphony Financial, Ltd. Co.
$1.4BAssets managed
2,850Clients
46Advisers
12 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
- 7412025
- Firm CRD
- 171816