Omeed Zarrin
The Herbst Group · New York, New York
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.
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Who they serve
- Multi-generational families
Facts
| Firm | The Herbst Group |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $204.8M across 294 accounts |
| SEC registration | Investment adviser representative in CT, NY · CRD 6069219 |
| Exams passed | Series 63 (2015) · Series 65 (2025) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.herbstgroup.com |
How Omeed's firm compares
- The Herbst Group's average account is about $696,000, from its Form ADV (assets managed divided by 294 accounts).
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Questions about Omeed
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- The Herbst Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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