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.
CRD# 6406556
Aqua Capital Advisors
CRD# 6770924
Wealth Management Partners Of Los Angeles
CRD# 5656946
The Lynd Group Advisors, LLC
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 |
- CA
- TX
-
Total Assets Under Management114MILLIONS
-
Total Number of Accounts176ACCOUNTS
-
Average Account Value$645,095
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, TX
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