Stephen Panos Keshishian

Employer firm

Captrust CRD 175112

$1.24T regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• 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

• 06/2015 → 05/2022
  Nylife Securities Llc
  Glendale, CA
• 02/2015 → 05/2022
  New York Life Insurance Company
  Glendale, CA
• 05/2018 → 05/2022
  Eagle Strategies Llc
  Glendale, CA
• 10/2018 → 01/2020
  Quantus Wealth Strategies And Insurance Solutions
  Glendale, CA
• 06/2022 → 06/2022
  Guardian Life Insurance Company
  Glendale, CA
• 06/2022 → 06/2025
  Park Avenue Securities
  Glendale, CA
• 08/2025 → 06/2026
  Trajan Wealth
  Los Angeles, CA
• 06/2026 → Present
  Captrust
  Raleigh, NC

Previous Registrations

• 2025-08-06 → 2026-07-10
  Trajan Wealth, L.L.C.
  Burbank, CA
  Scottsdale, AZ
• 2022-06-17 → 2025-07-02
  Park Avenue Securities Llc
  La Canada, CA
• 2018-05-22 → 2022-06-03
  Eagle Strategies Llc
  Glendale, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-05-14
• S63 Uniform Securities Agent State Law Examination
  2015-09-14

Designations

• Certified Financial Planner

Other Names

• Stephen Keshishian
• Stephen Panos Keshishian
• Stephen Panos Keshishian
• Stepan Keshishian