Kian Pashapour nikoo
Investment adviser representative at Nvest Financial, LLC
10 yearsExperience
2 statesRegistered in
$688.3MFirm assets
4 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.
- Nvest Financial, LLCFeb 2026 to now
- Paul Mccoy Financial Office ServicesMay 2025 to Aug 2025
- Bentley UniversityJan 2023 to May 2026
- UnemployedSep 2022 to Nov 2022
- WorkatoJun 2022 to Aug 2022
- UnemployedMay 2016 to May 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (MA, NH).
Nvest Financial, LLC
$688.3MAssets managed
809Clients
6Advisers
4 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
- 8271294
- Firm CRD
- 128868