Ali Memaran-Dadgar is Chief Executive Officer and Chief Compliance Officer of Elite Wealth Management, is a control person of the firm and directly owns 75% or more of it.
Elite Wealth Management, Inc. is a Kirkland, WA firm with $861M under management, 469 clients and 3 advisers in one office, as of its March 2026 filing.
- – present · 2 yearsKirkland, WA · Adviser representative · Firm CRD 132122
Investment adviser representative registrations
Ali Memaran-Dadgar is registered as an investment adviser representative in 3 states. Each was approved in February 2024.
- OregonSince 29 February 2024
- TexasSince 29 February 2024
- WashingtonSince 29 February 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 29 February 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Ali Reza Memaran-Dadgar
- CRD
- 5652400
- Firm
- Elite Wealth Management · CRD 132122
- Role
- Chief Executive Officer; Chief Compliance Officer
- Office
- 1014 MARKET STREET, SUITE 100, Kirkland, WA 98033
- Registration
- Investment adviser registration
- In the industry since
- February 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Ali Memaran-Dadgar work?
Ali Memaran-Dadgar is Chief Executive Officer; Chief Compliance Officer of Elite Wealth Management, Inc., and is a control person of the firm.
Is Ali Memaran-Dadgar a financial advisor?
Yes. Ali Memaran-Dadgar has a current investment-adviser registration in Oregon, Texas and Washington, through Elite Wealth Management since February 2024.
How many years of experience does Ali Memaran-Dadgar have?
Ali Memaran-Dadgar has 2 years in the financial industry, since February 2024, across 1 adviser firm.
What exams has Ali Memaran-Dadgar passed?
Ali Memaran-Dadgar passed the Series 65 in February 2024.
Where is Ali Memaran-Dadgar based?
Ali Memaran-Dadgar’s registered office is in Kirkland, WA.
Is Ali Memaran-Dadgar registered with FINRA?
No. Ali Memaran-Dadgar has no current broker registration.
How can I verify Ali Memaran-Dadgar’s record?
Search CRD 5652400 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ali Memaran-Dadgar’s full registration record.