Armand Alaverdian, financial advisor Irvine CA

Armand Alaverdian

CRD Number: 3018401
Current Firm: Equitable Advisors, LLC

Armand Alaverdian (CRD# 3018401) is an Investment Advisor Representative working at Equitable Advisors, LLC in Irvine, CA and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Equitable Advisors LLC New York, NY Jul 2021 - Current 2
Waddell & Reed, Inc. Palos Verdes Estates, CA Jan 2009 - Jul 2021 12
Waddell & Reed Palos Verdes Estates, CA Jan 2009 - Apr 2021 12
Self Employed Palos Verdes, CA Feb 2002 - Apr 2017 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1999
S65 NASAA Investment Advisors Law Examination Feb 2009
Disclosure Information

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.

Get Details on the FINRA Advisor Check site
Contact Info for Armand P. Alaverdian
Phone Number: 212-314-4600
Firm Website: http://equitable.com
Registered State(s):
  • CA
  • CO
By the Numbers
  • Total Assets Under Management
    27,251
    MILLIONS
  • Total Number of Accounts
    77,076
    ACCOUNTS
  • Average Account Value
    $353,557
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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