Stuart ArakelianCRD Number: 1430141
Current Firm: Strategic Wealth Advisors Group
Stuart Arakelian (CRD# 1430141) is an Investment Advisor Representative working at Strategic Wealth Advisors Group in San Ramon, CA and has over 18 years of experience in the finance industry.
Skyoak Wealth Management, Inc.
Blossom Wealth Management, LLC
Parker Investment Management, LLC
|Strategic Wealth Advisors Group||San Ramon, CA||May 2016 - Current||2|
|Lpl Financial, LLC||San Ramon, CA||May 2016 - Current||2|
|Cetera Advisor Networks LLC||El Segundo, CA||Jan 2013 - May 2016||3|
|Financial Network Investment Corporation||Pleasant Hill, CA||May 1997 - Dec 2012||15|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Employer Dispute
- Customer Dispute
Total Assets Under Management2,904MILLIONS
Total Number of Accounts13,764ACCOUNTS
Average Account Value$211,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, LA, MD, MI, NC, NE, NH, NM, NV, NY, OH, OK, OR, PA, TN, TX, UT, VA, VT, WA
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