Nick Nejad has been an investment adviser representative at Beverly Hills Private Wealth since August 2023, and is not listed among the firm’s executive officers or direct owners. Nick Nejad holds a Bachelor of Arts in Economics from the University of California, Berkeley.
Beverly Hills Private Wealth, LLC is a Beverly Hills, CA firm with $912M under management, 250 clients and 6 advisers in one office, as of its March 2026 filing.
Nick Nejad is Partner, Chief Investment Officer of Beverly Hills Private Wealth. Nick oversees portfolio construction and security selection and designs and manages customized portfolios. In January 2025, Nick sourced and launched the firm's Special Opportunities Fund I. Prior to joining the firm, Nick served as Director of Investment Research at KCS Wealth Advisory and worked at Hotchkis & Wiley Capital Management.
Nick Nejad’s longest registration was 6 years at KCS Wealth Advisory (2017–2023). Before joining Beverly Hills Private Wealth in 2023, Nick Nejad was registered through KCS Wealth Advisory.
- – present · 3 yearsBeverly Hills, CA · Adviser representative · Firm CRD 321132
- KCS Wealth Advisory– · 6 yearsLos Angeles, CA · Adviser representative · Firm CRD 169846
Professional designations
Listed by Beverly Hills Private Wealth
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
Nick Nejad is registered as an investment adviser representative in California, since August 2023.
- CaliforniaSince 9 August 2023
Examinations
No examinations are on Nick Nejad’s record.
- Full name
- Nick Vaziri Nejad
- CRD
- 6787338
- Firm
- Beverly Hills Private Wealth · CRD 321132
- Office
- 350 S. BEVERLY DRIVE, SUITE 360, Beverly Hills, CA 90212
- Registration
- Investment adviser registration
- In the industry since
- May 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bhpw.com
Where does Nick Nejad work?
Nick Nejad is an investment adviser representative registered through Beverly Hills Private Wealth, LLC since August 2023, and is not listed among the firm’s executive officers or direct owners.
Is Nick Nejad a financial advisor?
Yes. Nick Nejad has a current investment-adviser registration in California, through Beverly Hills Private Wealth since August 2023.
How many years of experience does Nick Nejad have?
Nick Nejad has 9 years in the financial industry, since May 2017, across 2 adviser firms.
Where did Nick Nejad work before Beverly Hills Private Wealth?
Before Beverly Hills Private Wealth, Nick Nejad was registered through KCS Wealth Advisory, May 2017 to July 2023.
Where is Nick Nejad based?
Nick Nejad’s registered office is in Beverly Hills, CA.
Is Nick Nejad registered with FINRA?
No. Nick Nejad has no current broker registration.
Is Nick Nejad a CFA charterholder?
Beverly Hills Private Wealth lists Nick Nejad with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Nick Nejad’s record?
Search CRD 6787338 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Nick Nejad’s full registration record.
