# Omeed Zarrin

> Omeed Zarrin is a fee-only financial advisor at The Herbst Group in New York, New York. The Herbst Group reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/omeed-zarrin/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** The Herbst Group
- **Based in:** New York, New York
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $204.8M across 294 accounts
- **Works with:** Multi-generational families
- **CRD:** 6069219 (https://adviserinfo.sec.gov/individual/summary/6069219)
- **SEC registration:** Investment adviser representative in CT, NY
- **Exams passed:** Series 63 (2015), Series 65 (2025)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** https://www.herbstgroup.com/

## Frequently asked questions

### Is Omeed Zarrin a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Omeed holds no broker registration, and The Herbst Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Omeed charge for financial advice?

Omeed's firm, The Herbst Group, reports charging a percentage of assets on its SEC Form ADV.

### Where is Omeed Zarrin based?

Omeed Zarrin is based in New York, New York.

### Is Omeed Zarrin registered with the SEC?

Yes. Omeed Zarrin is registered as an investment adviser representative in CT and NY (CRD 6069219), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does The Herbst Group manage?

The Herbst Group reports $204.8M across 294 accounts in assets under management.

### How do I contact Omeed Zarrin?

Through Omeed's website, www.herbstgroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6069219): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://herbstgroup.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.