Unclaimed Profile

Michael Lazari Karapetian

LAZARI CAPITAL MANAGEMENT, INC.·WOODLAND HILLS, California

SIE, Series 6, Series 7, Series 24, Series 63, Series 65, Series 79TOClean record24 years registeredLAZARI CAPITAL MANAGEMENT, INC.

6928 OWENSMOUTH AVE., WOODLAND HILLS, CA 91303CRD# 2904615Firm CRD# 172932

Profile Verification

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

Identity

Michael Lazari Karapetian · WOODLAND HILLS, CA

Registration

CRD #2904615 · LAZARI CAPITAL MANAGEMENT, INC. · 24 years registered

Brand Profile

Not yet started

Career History

LAZARI CAPITAL MANAGEMENT, INC.

Jan 2015 – present

KOVACK ADVISORS, INC.

Sep 2008 – Dec 2017

WOODLAND HILLS, CA

BROOKSTREET CAPITAL MANAGEMENT

Jan 2004 – Jun 2007

WOODLAND HILLS, CA

BANC OF AMERICA INVESTMENT SERVICES, INC.

Oct 2001 – Nov 2003

THOUSAND OAKS, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Series 79TO

Registration record

First registered · October 24, 2001

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LAZARI CAPITAL MANAGEMENT, INC.

CRD 172932 · SEC 801-112927

AUM

$471M

Regulatory assets under management

Employees

1,145 client accounts

Services offered by LAZARI CAPITAL MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LAZARI CAPITAL MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Michael Lazari Karapetian offer?

Michael Lazari Karapetian specializes in Financial Planning, Investment Management. Contact their office in WOODLAND HILLS, California for a consultation.

What are Michael Lazari Karapetian's credentials?

Michael Lazari Karapetian is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Lazari Karapetian located?

Michael Lazari Karapetian is based in WOODLAND HILLS, California, working with LAZARI CAPITAL MANAGEMENT, INC.. Their office serves clients in the WOODLAND HILLS metropolitan area and surrounding communities.

How does Michael Lazari Karapetian charge for services?

Michael Lazari Karapetian's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LAZARI CAPITAL MANAGEMENT, INC.?

LAZARI CAPITAL MANAGEMENT, INC. has approximately 14 employees and manages $471M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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