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Kirk Shahen Mekerdichian

Lazari Capital Management, Inc.

Burbank, CA

CRD 7222019

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Employer firm

Lazari Capital Management, Inc. CRD 172932

$691M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Pension consulting

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

Current Employers
Lazari Capital Management, Inc.

3500 W. Olive Ave Suite 730, Burbank, CA 91505 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2020-07-31
  • CA RA
    APPROVED
    Since 2020-07-31

Branch Locations

3500 W. Olive Ave Suite 730, Burbank, CA 91505 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Equipment Lab Sylmar CA 03/2016 05/2019
Iron Hill Wealth Management Llc Glendale CA 11/2019 12/2021
Kovack Securities, Inc. Fort Lauderdale FL 01/2020 12/2021
Student Northridge CA 08/2010 05/2019
Lazari Capital Management, Inc. Woodland Hills CA 01/2019 06/2020
Lazari Capital Management, Inc. Woodland Hills CA 06/2020 Present
  • 03/2016 → 05/2019
    Equipment Lab
    Sylmar, CA
  • 11/2019 → 12/2021
    Iron Hill Wealth Management Llc
    Glendale, CA
  • 01/2020 → 12/2021
    Kovack Securities, Inc.
    Fort Lauderdale, FL
  • 08/2010 → 05/2019
    Student
    Northridge, CA
  • 01/2019 → 06/2020
    Woodland Hills, CA
  • 06/2020 → Present
    Woodland Hills, CA
Other Businesses

Lazari Capital Management, Inc.; yes-investment related; 6928 Owensmouth Avenue, Suite 200, Woodland Hills, CA 91303; SEC-registered investment advisory firm; IAR/sales assistant; 01/2019; 130 hours/month; 5 trading hours/day; assist RIA with client servicing and meeting preparation, paperwork, advising clients, managing accounts, etc.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-06-01
S63 Uniform Securities Agent State Law Examination 2020-03-13
  • S65 Uniform Investment Adviser Law Examination
    2020-06-01
  • S63 Uniform Securities Agent State Law Examination
    2020-03-13

View on SEC IAPD

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