Narges Zamani has been an investment adviser representative at Pactolus Private Wealth Management since November 2014, and is not listed among the firm’s executive officers or direct owners. Narges Zamani holds an MBA in Finance from The Wharton School of the University of Pennsylvania, a Master of International Studies from The Lauder Institute and a BS with Honors in Biology from Queen's University.
Pactolus Private Wealth Management LLC is a Vienna, VA firm with $188M under management, 307 clients and 2 advisers in one office, as of its September 2026 filing.
Narges Zamani is the Chief Investment Officer and Chief Risk Officer at Pactolus, where she oversees diligence, negotiation and execution of private investment opportunities and manages client asset allocation, portfolio management and investment manager selection. She has been with the firm since August 2014. Previously she was Managing Director of the George Washington University Endowment, and she has over 18 years of investment experience in emerging markets.
Professional designations
Listed by Pactolus Private Wealth Management
- CFA
Investment adviser representative registrations
Narges Zamani is registered as an investment adviser representative in Virginia, since November 2014.
- VirginiaSince 11 November 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 28 March 2017 |
| Series 79 | Investment Banking Registered Representative Examination | 6 April 2016 |
| Series 82 | Limited Representative-Private Securities Offerings | 29 July 2015 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Banking Registered Representative Examination
- Name
- Limited Representative-Private Securities Offerings
- CRD
- 6411987
- Firm
- Pactolus Private Wealth Management · CRD 155195
- Office
- 8614 WESTWOOD CENTER DRIVE, SUITE 620, Vienna, VA 22182
- Registration
- Investment adviser and broker registrations
- In the industry since
- November 2014
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- pactolus.com
Where does Narges Zamani work?
Narges Zamani is an investment adviser representative registered through Pactolus Private Wealth Management LLC since November 2014, and is not listed among the firm’s executive officers or direct owners.
Is Narges Zamani a financial advisor?
Yes. Narges Zamani has a current investment-adviser registration in Virginia, through Pactolus Private Wealth Management since November 2014.
How many years of experience does Narges Zamani have?
Narges Zamani has 11 years in the financial industry, since November 2014, across 1 adviser firm.
What exams has Narges Zamani passed?
Narges Zamani has passed 3 licensing exams: the Series 82, Series 79 and Series 63. The earliest, the Series 82, was passed in July 2015. FINRA credited Narges Zamani with the SIE, which began in October 2018.
Where is Narges Zamani based?
Narges Zamani’s registered office is in Vienna, VA.
Is Narges Zamani registered with FINRA?
Yes. Narges Zamani has a current broker registration, under CRD 6411987.
Source: FINRA BrokerCheck
Is Narges Zamani a CFA charterholder?
Pactolus Private Wealth Management lists Narges Zamani with the CFA credential (“CFA”) on its website. CFA Institute confirms certification status.
How can I verify Narges Zamani’s record?
Search CRD 6411987 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Narges Zamani’s full registration record.
Alan HarterChief Executive Officer- Gery SadzewiczChief Compliance Officer