ROYA POURKALBASI ESFAHANI is an investment adviser representative (IAR) with state registration records since 2022, appearing at 3 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-12-18 | present | Yes |
| UBS FINANCIAL SERVICES INC. | 2024-08-15 | 2025-07-22 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2022-03-25 | 2024-06-04 | — |