Elias Moses Hakimian

Employer firm

Crystal Cove Asset Management CRD 289810

$135M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2005 → 04/2018
  Lpl Financial, Llc
  Newport Beach, CA
• 04/2018 → 05/2019
  Lpl Financial
  Seal Beach, CA
• 05/2019 → 06/2021
  Crystal Cove Asset Management
  Costa Mesa, CA
• 06/2021 → 08/2021
  Unemployed
  Huntington Beach, CA
• 08/2021 → Present
  Crystal Cove Asset Management
  Newport Beach, CA

Previous Registrations

• 2019-06-12 → 2021-06-23
  Crystal Cove Asset Management
  Newport Beach, CA
• 2005-10-17 → 2019-06-13
  Lpl Financial Llc
  Irvine, CA
  Seal Beach, CA
• 2003-09-05 → 2005-10-17
  Wells Fargo Investments, Llc
  Santa Ana, CA
• 2003-03-07 → 2003-09-02
  Citicorp Investment Services
  Long Island City, NY

Other Businesses

1. Elias Moses Hakimian is a Consultant for Coastal Realty, where they provide Real Estate Consulting, Evaluation and Analysis. His responsibilities include real estate market analysis, advising client on how to structure private loans/portfolios. 2. Elias Moses Hakimian is a partial owner of CEEK Holdings LLC. He spends about five hours a month on this activity.

Exams

• S66 Uniform Combined State Law Examination
  2001-11-13

Other Names

• Elias Lopez-Hakimian
• Elias Moses Lopez-Hakimian
• Elias Moses Lopez-Hakimian