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Shervin N Mehdizadeh

Chief Executive Officer; Chief Compliance OfficerSimpleadvisory LLCCRD 8037978

About Shervin N Mehdizadeh

Shervin N Mehdizadeh is listed as Chief Executive Officer; Chief Compliance Officer at Simpleadvisory LLC in Garden City, NY. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Simpleadvisory LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Shervin N Mehdizadeh work?

Shervin N Mehdizadeh is listed as Chief Executive Officer; Chief Compliance Officer at Simpleadvisory LLC on SEC Form ADV.

How much of Simpleadvisory LLC does Shervin N Mehdizadeh own?

Form ADV reports a beneficial ownership band of 50-75%.

Simpleadvisory LLC

TitleChief Executive Officer; Chief Compliance Officer
Ownership50-75%
Control personYes
Since2024
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