Karagosian Financial Services, Inc.

Karagosian Financial Services, Inc. (CRD# 124532) is a financial advisory firm headquartered in New York, NY. They manage $12,522,375 in 44 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    44
    ACCOUNTS
  • Average Account Value
    $284,599
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NJ, NY, TX

Financial Advisors at Karagosian Financial Services, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Seaver T. Wang
CRD#: 4643543
315 5th Ave, Suite 704B, New York, NY 10016
104
Wealthminder
score

Seaver Wang (CRD# 4643543) is an Investment Advisor Representative, Portfolio Manager and President of Karagosian Financial Services, Inc. in New York, NY and has over 18 years of experience in the finance industry. Karagosian Financial provides research-driven portfolio management that allow clients to customize their investments beyond what is typically offered from other financial advisors.

2
Christine M. Terry
CRD#: 2512839
315 5th Avenue 704b, New York, NY 10016
93
Wealthminder
score

Christine Terry (CRD# 2512839) is an Investment Advisor Representative working at Karagosian Financial Services, Inc. in New York, NY and has over 22 years of experience in the finance industry.

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