Next-Gen + Best-in-State · rank 22 · Washington, District of Columbia · listed firm: UBS Private Wealth Management
Identity & firm
- Firm — UBS Private Wealth Management (UBS Financial Services Inc.) (high)
- “Currently employed by and registered with the following Firm(s): IA UBS FINANCIAL SERVICES INC. 1700 M Street NM 5th Floor WASHINGTON, DC 20036 CRD# 8174 Registered with this firm since: 06/08/2011” — sec_finra_regulatory
- Parent company — UBS Group AG (high)
- “Kayvon Sarmadi, CEPA Managing Director–Wealth Management Financial Advisor UBS Financial Services Inc. Private Wealth Management” — firm_official
- Firm type — wirehouse (high)
- “IA UBS FINANCIAL SERVICES INC. 1700 M Street NM 5th Floor WASHINGTON, DC 20036 CRD# 8174 Registered with this firm since: 06/08/2011 B UBS FINANCIAL SERVICES INC.” — sec_finra_regulatory
- Team name — Orchard Gate Partners (high)
- “Today, Kayvon is a UBS Private Wealth Advisor co-leading his team, Orchard Gate Partners.” — firm_official
- Team size — 6 (medium)
- “Private Wealth Advisors Kayvon Sarmadi, CEPA ... Toria Scotto, CFP, CPWA ... Haley Hill Vice President Senior Wealth Strategy Associate ... Strategic Partners Omid Sarmadi Account Vice President ... Cry” — firm_official
- CRD — 5807716 (high)
- “KAYVON ALI SARMADI CRD# 5807716” — sec_finra_regulatory
- Years experience — 15 (high)
- “Registered with this firm since: 06/08/2011” — sec_finra_regulatory
- Designations — other:CEPA (Certified Exit Planning Advisor), other:Portfolio Manager (UBS designation) (high)
- “Private Wealth Advisor Certified Exit Planning Advisor Portfolio Manager” — firm_official
Book of business
- Team AUM ($M) — 1500 (high)
- “Team Assets (Custodied): $1.5B” — forbes_shook
- Account minimum ($M) — 5 (high)
- “Minimum Account Size for New Business: $5M” — forbes_shook
- Typical client net worth ($M) — 130 (high)
- “Typical Net Worth of Relationships: $10-250M” — forbes_shook
- Client niche — entrepreneurs and business owners through the own-grow-exit cycle, plus executives, athletes/entertainers and nonprofits (high)
- “His career path was set at 23 years old, when he started as a solo financial advisor and immediately began working with entrepreneurs. He has never looked back. Today, Kayvon is a UBS Private Wealth Advisor co-leading hi” — firm_official
- “When it comes to caring for your family, your business and your legacy, it’s more important than ever to work with the right team by your side. At Orchard Gate Partners , our clients often choose us for our extensive exp” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “IA UBS FINANCIAL SERVICES INC. 1700 M Street NM 5th Floor WASHINGTON, DC 20036 CRD# 8174 Registered with this firm since: 06/08/2011 B UBS FINANCIAL SERVICES INC.” — sec_finra_regulatory
Positioning & marketing
- Website url — https://advisors.ubs.com/orchardgate/ (high)
- “Orchard Gate Partners Home (current) Meet the team Contact” — firm_official
- Value proposition (verbatim) — Thoughtful advice. Shaped by experience. … When it comes to caring for your family, your business and your legacy, it's more important than ever to work with the right team by your side. At Orchard Gate Partners, our clients often choose us for our extensive experience—working with families, their businesses and legacy goals. Today, as members of the exclusive UBS Private Wealth Management division, our entire team has never been better positioned to help you confidently move your wealth forward. (high)
- “Thoughtful advice. Shaped by experience. Orchard Gate Partners Private Wealth Management Experience that counts ... When it comes to caring for your family, your business and your legacy, it’s more important than” — firm_official
- Differentiators — Members of the exclusive UBS Private Wealth Management division, Navigate a global network of resources across all of UBS, Deeply engaged relationship builders, available for complex decisions, Full span from portfolio management and pre-liquidity preparation to lending, estate planning and philanthropic strategies, Advice that continues for generations to come (high)
- “How do we do it? By navigating a global network of resources across all of UBS to uncover the opportunities you need to pursue your most important personal and business goals. Looking beyond our experience, though, we ar” — firm_official
- “We are deeply engaged relationship builders—there when you need us, with insight to help inform even your most complex decisions.” — firm_official
- Content marketing — none (medium)
- “Orchard Gate Partners Home (current) Meet the team Contact” — firm_official
- Has podcast — no (medium)
- “Orchard Gate Partners Home (current) Meet the team Contact” — firm_official
- Books published — 0 (medium)
- “Professional experience – Private Wealth Advisor, UBS Financial Services Inc Outside of UBS – Kayvon enjoys spending time with his family—his wife Nadira, son Arya, daughter Neyla and their Doberman Mila. – He loves to t” — firm_official
- Linkedin url — https://www.linkedin.com/in/kayvon-sarmadi-3981b123 (high)
- “Kayvon Sarmadi - UBS | LinkedIn” — firm_official
- Social presence — gap: not_found_after_search
- Press awards — gap: not_found_after_search
Visual brand
- Has distinct logo — no (high)
- “src="mediahandler/media/321450/UBS_Logo_Semibold.svg"” — firm_official
- Logo url — https://advisors.ubs.com/orchardgate/mediahandler/media/321450/UBS_Logo_Semibold.svg (high)
- “src="mediahandler/media/321450/UBS_Logo_Semibold.svg"” — firm_official
- Visual brand notes — Standard UBS microsite template: white ground, black sans-serif type, UBS red keys/icons. Lifestyle photography — curved architecture, families, professionals — plus a posed team group shot. No team-specific palette or mark. (high)
- “src="mediahandler/media/321450/UBS_Logo_Semibold.svg" src="mediahandler/media/482875/YC-Curved building.jpg" src="mediahandler/dynamicmedia/599403/orchard team 102023_1033x600.jpg?width=950"” — firm_official
