Steven Carmandalian, financial advisor Westlake Village CA

Steven Carmandalian

CRD Number: 2713564
Current Firm: Carmandalian Financial Group, LLC

Steven Carmandalian (CRD# 2713564) is an Investment Advisor Representative working at Carmandalian Financial Group, LLC in Westlake Village, CA and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Carmandalian Financial Group, LLC Westlake Village, CA Feb 2018 - Current 6
Purshe Kaplan Sterling Investments Albany, NY Apr 2016 - Current 7
Monocot Wealth Management, LLC Agoura Hills, CA Apr 2016 - Apr 2018 2
Ubs Financial Services Inc. Westlake Village, CA Feb 2009 - Apr 2016 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1997
Contact Info for Steven Carmandalian
Phone Number: 818-707-5304
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    114
    MILLIONS
  • Total Number of Accounts
    176
    ACCOUNTS
  • Average Account Value
    $645,095
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, TX

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