Unclaimed Profile

Patrick Gabriel Goshtigian

EP WEALTH ADVISORS, LLC.·TORRANCE, California

Series 7, Series 24Clean record15 years registeredEP WEALTH ADVISORS, LLC.

21535 HAWTHORNE BLVD, TORRANCE, CA 90503CRD# 5124599Firm CRD# 111147

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Patrick Gabriel Goshtigian · TORRANCE, CA

Registration

CRD #5124599 · EP WEALTH ADVISORS, LLC. · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: EP WEALTH ADVISORS, LLC.

EP WEALTH ADVISORS

Jun 2011 – Dec 2025

TORRANCE, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Registration record

First registered · June 7, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EP WEALTH ADVISORS, LLC.

CRD 111147 · SEC 801-29358

AUM

$22.3B

Regulatory assets under management

Employees

392

13,185 client accounts

Services offered by EP WEALTH ADVISORS, LLC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at EP WEALTH ADVISORS, LLC. →

Introduction

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Frequently Asked Questions

What services does Patrick Gabriel Goshtigian offer?

Patrick Gabriel Goshtigian specializes in Financial Planning, Investment Management, Wealth Management.

What are Patrick Gabriel Goshtigian's credentials?

Patrick Gabriel Goshtigian is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Patrick Gabriel Goshtigian located?

Patrick Gabriel Goshtigian is based in TORRANCE, California, last registered with EP WEALTH ADVISORS, LLC..

How does Patrick Gabriel Goshtigian charge for services?

Patrick Gabriel Goshtigian's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EP WEALTH ADVISORS, LLC.?

EP WEALTH ADVISORS, LLC. has approximately 392 employees and manages $22.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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