Michael Thomas Lambrakis

Employer firm

Ares Financial Consulting LLC CRD 282852

$244M regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 11/2013 → 09/2016
  Beacon Pointe Advisors, Llc
  Newport Beach, CA
• 09/2016 → 02/2022
  Adviceperiod, Llc
  Irvine, CA
• 03/2022 → 09/2024
  Mariner Platform Solutions
  Tustin, CA
• 10/2024 → Present
  Ares Financial Consulting
  Sherman Oaks, CA

Previous Registrations

• 2022-03-02 → 2024-09-30
  Mariner Independent
  Tustin, CA
• 2016-09-14 → 2022-03-30
  Adviceperiod, Llc
  Newport Beach, CA
  Irvine, CA
  Tustin, CA
• 2013-12-10 → 2016-09-15
  Beacon Pointe Advisors, Llc
  Newport Beach, CA
• 2011-08-19 → 2013-11-18
  Wells Fargo Clearing Services, Llc
  Long Beach, CA

Exams

• S66 Uniform Combined State Law Examination
  2011-08-17

Designations

• Certified Financial Planner

Other Names

• Mike Lambrakis